“Anna was very patient and knowledgeable. She helped me create a budget and a strategy to pay off my debt. She also gave me guidance on how making small changes would really impact the big picture. Six months later I was able to pay off my credit card balance, redirect that money into an emergency fund, and increase my retirement savings and investments. She really worked to understand my goals and situation and, together, we created a plan that worked well and was doable for me. She checked in with me and encouraged me to reach my goal. She was instrumental in my success and helped me reach this next financial chapter. Thank you, Anna!”
More testimonials from clients
You help people get past the stress and overwhelm to make an easy doable plan. Personal finance does not have to be so hard, it can be simple and small steps can make a huge difference. Small steps can have a big impact. And you have the experience and guidance to know where to start. - Carole
Anna Fitzgerald provided everything that I wanted, and more importantly, everything that I needed to create a financial plan for the rest of my retirement. Best of all, Anna made the experience easy-to-understand and pain-free. She worked with me as outlined on her website and in the process showed me some ways to reduce taxes for me and for my heir(s). As a bonus, I was able to give myself [or afford?] a trip to Morocco for my 75th birthday! - Jim "A parent trying to plan for the future and live for today"
Anna was great. I'm an artist and small business owner. I've never had a lot of money. But at age 39, Anna has helped me set up a retirement account and I'm actually putting money in it and seeing it grow! She made it less scary and assured me that I was not just throwing my money away. She listened and didn't make me feel bad about any of the decisions I had made, but framed things in a very 'moving forward' kind of way. Thank you Anna!- Z