Debra is a psychologist in Georgia. Her living situation was in the process of changing and she needed to find a new home. She was not only concerned with how much she could afford, she was concerned about the effect her change of situation had on her ability to retire someday. Through the Bridging The Gap Program, we were able to identify how much she could comfortably afford to pay for her new home, which she has since turned into her personal sanctuary. We were also able to identify enough money for her to continue to contribute to her retirement plan without sacrificing her quality of life.
“As a result of my work with Melissa, I have a clear picture of how my money is “coming and going.” And I was able to make an informed and wise decision that allowed me to purchase a condo that I love and can afford.” – Debra M.