I’m self employed and had been needing a financial advisor for a while when a friend of mine recommended Holly to me. I liked that she is relatable and has the knowledge of the intimidating suit wearing financial people but is down to earth and personable and understands my situation and needs. I really liked her process for helping me figure out what it is that I needed to plan for my future, manage my current savings and cash flow and plan for unexpected events.

Sarah S.