Before we can build a plan to help you meet your financial goals, we'll need to know a bit more about you. In this short exercise below, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

We understand that some of these financial goals and concerns seem like a distant dream. But the sooner you get started, the better your position and the earlier you may be able to reach these ambitious goals.

Early in your financial planning life, there are many questions? We are here to help you answer the following questions and more:


  • How can I get more from my investments?
  • Which investment should I invest into first (work 401k, Roth IRA, real estate, etc.)
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • I'm getting married, how does that change my financial goals?
  • How can I save for my children's college?
  • Do I need a will or a trust?
  • Do I have enough life insurance?
  • Is there a way that I can reduce my debt faster?
  • Should we buy a house now, what is the best way to save for that goal?
  • I'm facing divorce, how can that change my financial future?


Once your goals and priorities are established we will help guide you on appropriate ways to stay on track with your financial goals.  We assist you in making adjustments as you progress in your financial journey and as your goals grow and change.

As a Certified Retirement Counselor (CRC®) and a Registered Financial Consultant (RFC®), we have additional training to help you on the road ahead.

To Best Serve Our Clients, We Are Limiting
The Number of New Clients Each Month

Get Started TODAY To Ensure Availability!

For your convenience we offer appointment scheduling 24 hours a day.

Lori Crilley, RFC®, CRC®


Katelin Kalik

Katelin Kalik, RFC®, CDFA®