Testimonials
"Nicole is genuine and engaging, and truly cares for her clients and her professional contacts.
She is a connector of people and has a passion for educating others about financial security and holistic money matters through her "extracurricular" classes, which have a fun format and support structure. Thumbs up!" ~ Leslie Mittanck,
"Thank you, Nicole for guiding me to a safe and secure financial plan that will help me reach my financial goals in the next 10 years. Your knowledge and expertise is truly amazing. I will absolutely recommend you to my friends and clients. ~ K. Merg Realtor
I would highly recommend Nicole for her expertise, professionalism, and communication skills. Nicole is always on point and treats her clients with dignity and respect. Anyone who wishes to really know the basics or know the most complicated strategies for retirement or life benefits, give her a call! K. Buelterman ~ Mortgage Specialist
"I met Nicole through a mutual business associate and we got to offer a joint workshop for new homebuyers. After the workshop, I asked her to help me with my own finances. Nicole helped me create a budget and start a retirement savings plan. She was amazing at clearly presenting my options...I feltlike I was being gently guided in the right direction. ~ Michelle K, Realtor
BIG NEWS
I have made a big move to the Pacific Northwest! My office is on Zoom and I can help people across the U.S.