When it comes to Finance, there are two clear paths you can choose from:
The DIY route, where you take control and learn as you go.
The PRO path, where you partner with experts to guide your journey.
DIY
If you like to learn and take charge of your money on your own, the DIY path is for you. We’ll give you access to easy-to-use online tools, helpful articles, and videos that teach you the basics of personal finance.
Personal Finance Coach
A Personal Finance Coach helps you build confidence with everyday money decisions, aligning today’s spending with what brings you joy and without sacrificing tomorrow’s security. Imagine building wealth on a rock-solid foundation … with someone in your corner to empower and guide you toward financial independence.
What if one conversation could change your financial future forever?
Meet Monica Scudieri—Personal Finance Coach and Author of Grab Your Slice of Financial Independence.
Financial Advisor
A Financial Advisor is a licensed professional who works with you to understand your goals — like saving for retirement, buying a home, or investing for the future — and then create a personalized plan to help you reach them.
A financial advisor is the “quarterback” who guides you through complex topics like investments, taxes, insurance, and estate planning, so you can feel more confident and in control of your financial life.
Meet Judith Naegely—Financial Advisor and resource for all things money; growth and protection.
Do you know the number?
Thinking about the future but not quite ready to meet with a PRO? Start laying the foundation for your retirement goals with this easy-to-use calculator. It’s a helpful first step toward building the financial future you want — no pressure, just progress.
Calculators for just about anything:
-College Funding
-Loan Payoff
-Home Affordability
-Savings Accumulation
-Net Worth
-Credit Card Debt
-And, much more!