The following is a list of some of our services. Don’t see what you are looking for? Contact Maryann and let’s talk.
The financial aid application process is arduous and confusing. We provide assistance with FAFSA, SSS, TADS, and private school forms.
Keep yourself on track by knowing what you really earn and what you really spend. We will identify your expenses and create simple tracking systems that work for you.
By understanding your real income and expenses, we can create a realistic plan to reduce and/or eliminate credit card and student loan debt.
Saving for the Future
How much money do you really have available to save? A Cash Flow analysis will show you what is on the bottom line. Increase your retirement savings, buy a car, make a down payment on a home. We will figure out what you have and how to get you to where you want to be.
Maryann does not sell or consult on securities. She does not provide either legal or tax advice. She stands as a financial independent whose mission it is to give you power through knowledge.