What Clients Say
“My husband and I began working with Meri-Li to ensure we were truly prepared for our retirement years. We wanted the unbiased clarity that an advice-only professional could provide. Meri-Li’s work has been impeccable, and we always valued her matter-of-fact, honest advice.
When my husband passed away unexpectedly, the financial plan that Meri-Li had created for us became my safety net. Because of her thorough planning, I had the invaluable peace of mind of knowing I was in a secure financial position. As I navigate this new chapter of solo life, I continue to rely on Meri-Li’s guidance. I cannot recommend her services highly enough for anyone seeking a trustworthy partner in advice-only planning.”
— Sandra P.“Meri-Li has an educational approach that helped me understand and set realistic financial goals and helped me get started on an investing plan that felt too overwhelming on my own. Working with Meri-Li has given me some much needed understanding of how to pay down debt, while simultaneously increasing net worth. Her kind, unbiased approach was just what I needed. I look forward to working with her again in the future. ”
— Jen S.I am glad I found Meri-Li when I needed a second opinion on my financial picture. She accommodated my request on short notice and walked me through different scenarios, addressing my concerns clearly and giving me a structure to make an important money decision.
Meri-Li is knowledgeable and realistic in her approach and I would recommend her to anyone looking for realistic, no-nonsense financial guidance.”
— Katerina C