"Vikki developed a comprehensive financial plan that recognized all the intricacies and complexities of our cross-border retirement. She answered our questions clearly and provided an integrated strategy for moving forward. Perhaps most importantly, Vikki gave us confidence that we are on a solid financial path to a rewarding retirement. She did all of the above in a pleasant and professional manner, and for that we express our sincere thanks."

"From the get-go working with Andrea has been an absolute pleasure. Not only is she extremely well versed in complicated financial topics, but she also brings a tremendous amount of experience to the table. After our introductory session, it was clear to me that the subscription-based service fit with my requirements, and we immediately got to work. Andrea really took the time to understand my financial situation, using tools to guide our discussion but not overwhelm them. For topics I did not understand, Andrea provided excellent examples and educational resources. Meetings were efficient and scheduling was a breeze. Within a short period of time, we were able to establish a plan that was right for me."

"I met with Andrea for an hour to discuss my RIF portfolio strategy and came away enlightened and impressed. She is focused, attentive and well informed, and has excellent communication skills. She is far and away the best advisor I’ve dealt with over the last 14 years. I also appreciated the enthusiasm and client focus she brings to the often entangled details of financial planning. She came well prepared for the meeting and afterwards sent me a PDF of the portfolio analysis as well as detailed notes on our discussion. I highly recommend her."