Tessa is a former educator who transitioned from the classroom into the financial industry in 2022. She works with families like yours to do three things – 

    •    Educate you on the ins and outs of financial literacy

    •    Provide an in-depth audit of your budgets, debt management strategies, and investment strategies

    •    Identifiy what’s working, what’s not working, and what’s missing from your financial portfolio

From there, you will receive a custom-built plan on how to move forward to best reach your financial goals. 

 

She specializes in market-protected accounts that can be used for, personal pensions, college funding, and legacy planning.