Charting your financial future

charting your financial future with Mari Adam, CFP

Welcome to our personal finance blog, which will focus on the financial planning and investment issues that affect you in your personal and professional life.

Each day, we all face an unprecedented number of critical financial choices that often seem to require specialized knowledge and complex analysis. Many people are simply overwhelmed by the number of financial decisions they need to make, and bewildered by the details, deadlines and sheer volume of information available.  We’re here to help give you the tools and information to make the right decisions.  To use a nautical motif, our goal is to help you chart a course, and navigate unfamiliar and often dangerous waters to reach your destination safely.

We’ve been helping clients solve their most challenging financial and investment issues for over twenty years, and understand the real financial issues that real people face day after day. We know that many consumers are often confused and frustrated in their search for ethical, objective, and expert financial advice. That’s why our firm has always offered portfolio management and financial planning advice on a fee-only basis, so that our interests are always aligned with our clients.  No hidden agenda, no investment product commissions, no referral fees.  Just straight talk and straight advice, each day and every day.

In this blog, we’ll bring to you new and timely personal finance information, and tell you what you need to know to keep yourself on track and on target toward meeting your goals.  We’ll share with you some of the financial secrets, tips and shortcuts we’ve learned in helping hundreds of clients over the years, and show you how to successfully chart a course toward the financial future you seek.

Have questions or topics you would like us to address?  Just contact us and we’ll do our best to make sure you get the information you are looking for.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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