Who do you work with?

We work with anyone who is ready to focus on their financial situation and want a professional to partner with as they define their goals and collaborate on a plan to make it possible. Leslie Ransom, CFP® has a background in the music industry so we cater to creatives, self-employed or small business owners who have “non-traditional” incomes. We emphasize budgeting and cash flow planning as the basis for any financial planning. We are also well versed at savings options for small business or self-employed individuals.

Ideally, we are looking for clients who have earnings but are looking for ways to better manage their income with regards to budgeting and saving to achieve their goals. We try to educate and help our clients establish a system of saving and viewing their income with an eye to both current and future goals.

Since we do not focus entirely on investments, young individuals or couples who are beginning their earning lives are perfect clients for our systems.

Our planning system is interactive and demands participation on both parts.