Our money affects how we live
and how we live affects our money.
Let me teach you how to be more in control of both.
Hi! I'm so glad you found me here. In 2006 I started working with my husband Jake in our business, Retirement Planners. Jake is a Financial Advisor, I'm a Certified Financial Planner and over the last 2 decadeds we have worked with thousands of clients to help them save for and live in retirement. I've also taught hundreds of people how to spend smart, tackle debt, and set and achieve their financial goals through workshops. Along the way, I've learned what works, and what doesn't.
Money is the #1 cause of stress for most Americans, above work, family and health. Money is also one of the top causes of divorce, second only to infidelity. Why the downer stats? Well, because I'm guessing if you're reading this, you've experienced some financial stress as well.
After all... Our money affects how we live and how we live affects our money.
Is there a way to NOT have financial stress? You bet there is. But it does take some work and guidance and that's what I'm here for. My goal is to help you understand your money and teach you to control your money rather than let it control you. I can't wait to work with you... ~ Steph