What my clients say about me:

 

“I have often sought Tracey’s advice when contemplating changes in my portfolio or when I felt panicked about the market fluctuations.  Her sensible even-keel approach in providing advice along with her innovative thinking has always impressed me.”
~ Patricia M., client since 1995

“Very recently, I needed to make some important financial decisions outside of my investment portfolio and before making those decisions, I sought Tracey’s advice.  Her professionalism and honesty were most appreciated and helped me follow through on my decisions with added confidence.”
~ Doris P., client since 1997

“Over the several years that I have known Tracey, I have found her to be the consummate professional.  She is current (i.e. daily) with the market events and trends, along with the products and services offered.  She always provides the facts along with recommendations and alternatives; all without any pressure tactics.  We have several mutual customers all of whom, I’ve noted, have complete trust and confidence in Tracey.  I share this reliance on Tracey in my own investment matters.”
~ Frank M. CGA, client since 2001

“You have done more for us in the last two meetings than my other advisor did in 10 years”
~ Melanie H., client since 2014

“We feel so much more at peace since you ran our projection, now we feel comfortable about where we are; and know what we have to work on”
~ Theresa P., client since 2015

“Since meeting Tracey and receiving a cash flow plan, I have stopped using my credit card and actually managed to pay down my debt. I stick to the strategies she gave me and I find I am much more frugal and making only necessary purchases, the plan is easy to implement and I don’t worry about paying the bills on time. Our goal was to manage our new daycare fees while maintaining our adventurous lifestyle and I’m happy to say that Tracey’s cash flow plan has allowed us to do this successfully!”
~ Laura V., client since July 2015