Tried & True
Lorraine is very well informed & obviously an expert in her field. She is a natural communicator, able to clearly explain information and options. It is a pleasure to work with her.
With thoughtful attention and kindness, Lorraine has provided financial coaching that builds my confidence and creates clarity in a triggering and complex system of money management. Her steady consideration to attainable goals with well defined risk and reward outcomes makes the path she lays easy to travel on. I couldn’t imagine achieving such financial health without her patient expertise. If that wasn’t enough, Lorraine is an absolute JOY to be around. Her humor and lightness help me breath, release and walk away happier and healthier in more than one way.
I worked with Lorraine to help me with financial planning as well as saving and investing. She was very knowledgeable, kind, and dependable in all aspects of helping me analyze my financial situation and answering any questions that I had. As a result, I have more clarity in my general financial outlook. I would highly recommend her to anyone in need of financial advising or even just looking to discuss financial strategies and goals!
Lorraine was a huge help to me upon the sudden passing of my mother and inheritance issues. She guided me through the process of understanding what my goals are for the future and how to line up my financial situation to help me meet those goals. There was so much I did not understand. It was like learning a foreign language! Thanks goodness I had such a wonderful teacher in Lorraine, who helped me in language I could understand. She was extremely patient and professional with me. I will continue to work with Lorraine with financial issues as they arise as I have complete trust in her knowledge and abilities.
John is a stand up guy. Not only did he help with our insurance analysis, he helped me make financial decisions that will set my family up for generations to come. We are so thankful for John.