November 2021 by Josh S.
To echo other comments, working with Alison has been one of the best financial decisions we've ever made. As self-employed parents of young children, life has been more than a little hectic. Having Alison in our corner to assist us, not only with ensuring we are investing well for retirement, but looking after our full financial health, has really made all the difference for us these past few years. Over the past two years we have: started a business, navigated inheriting an estate, set up our retirement accounts in alignment with our values, re-organized our monthly spending, set up the kids 529 accounts, bought our first home and more. Alison has helped us at every step of the way, doing research, working with us to develop plans, and making key referrals to help us (she referred us to both our tax person and our mortgage broker, who have both been great). This is all on top of the daily management of our retirement funds, which we have been very happy with. There is so much more to say, but I'll end with this: What really sets Alison apart is her empathy and communication. We know she cares about our family and wants the best for us. That finances are just a vehicle to accomplish the things that are important to us in our life. She encourages us to be organized, and takes the time to talk us through the important decisions, and also really listens. With Alison, you get not just an advisor, but a dependable, and essential partner. We highly recommend her!
November 2020 by Joanna S.
Working with Alison has been the best decision I've ever made for my finances. So many reasons, she helped me work through the emotional elements of inheriting, helped to walk me through the steps one by one, found me a socially responsible investment plan, has answered all the questions I have had and helped me make decisions for the next steps in my investment journey. I trust Alison very much and am always able to communicate easily and effortlessly. I am so grateful to have found her and would highly recommend anyone who is looking for a kind, informed, understanding, and personable financial advisor.
