Gretchen
Gretchen O.
New Haven, CT
Gretchen’s Testimonial

I can’t believe it, but it’s almost been an entire year since we had the pleasure of working with Kia. Over the course of sessions, Kia facilitated discussions my husband and I haven’t had about our finances since pre-marital counseling. And a lot of things have changed since then- so those conversations were long overdue! The biggest takeaway from our time working with Kia was the necessity of having a financial vision and having your financial vision guide your decisions. We have ours posted in our living room. Additionally, she helped us to set some long and short term goals in terms of debt repayment and savings. I highly recommend Kia’s support and coaching. Not only was she flexible and open to discussing what we wanted to learn more about – such as investments, but she made sure we had the foundations of saving and debt repayment in place before we took those steps. I would highly recommend Kia’s service to anyone who wants to take a critical look at their finances and plan for the future.