My discovery session with Tina was the best use of my time in 2020 by far. I could tell that she had spent a lot of time reviewing my information carefully in order to provide me customized recommendations and guidance. Importantly, her approach is extremely non-judgmental and solution-oriented. She asks all of her clients ahead of time how well they can receive certain types of feedback and she will tailor her communication with you to your comfort level. After the session, she continued to send me articles of interest to provide inspiration and spur action in an encouraging way. She doesn't push or pull - she points out the possible paths forward, lets you know what's down each road ahead, and lets you choose your own adventure. Tina's financial background and ability to become a subject matter expert quickly on any topic was a tremendous asset to me.

"Figuring out my finances" has been on my to-do list for several years, but in truth, I procrastinated on it because I was intimidated by my naivete when it comes to investments. Tina empowered me to seize control over my own financial future and to think about my daughter's education fund and my own retirement today, not tomorrow. She made me realize that investing time (and money) now into becoming more financially savvy would teach me how to make my money work for me so that I wouldn't have to work for my money for the rest of my life.

- Attorney, Government Law, San Diego, CA