What We Do – Homepage

We help answer real, important questions related to your financial well-being.

How should I save for retirement?

Can I afford to switch careers or retire early?

How can I protect what I leave to my children?

Do I have the right insurance?

How do I pay for college?

How do I manage my financial life after divorce?

How do I manage my financial life after the death of a spouse?

In what order should I spend my assets in retirement?

When should I take Social Security?

Can I afford a vacation home or to travel?

We are keen on building the financial lives our clients envision.  

Your Dollars, Our Sense: A Fun & Simple Guide to Money Matters
International Best Seller Ranked #1 in Six Business and Finance Categories

This quick read that makes sense of a variety of topics including credit, saving priorities, investing, home ownership, insurance, marriage, children, retirement, estate planning and much more. As an International Best Seller having ranked #1 in six different business and finance categories, this book makes for a great shower, birthday and graduation gift, and a phenomenal read for any age.

To anyone who has thought, I should really know more about my finances, this book is for you. To anyone who has thought, There is just too much to know, this book is for you. Flip through or read cover to cover, it’s totally up to you!

WAI TEAM

From us to you: Our passion, our dream…

EDUCATE-EMPOWER-ENGAGE

Take hold of your financial future.  We’ll help you do so.

We get you because we are like you.  We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We simply have the tools, resources and passion to help you put your best financial foot forward.