Marcia and John were recommended to The Savvy Life by their financial advisor. Both retired, they needed to figure out how to go from a large income to a smaller, fixed income.
“We were challenged balancing our desire to travel out of state to spend time with our siblings, children and grandchildren while maintaining our home with significant fixed and unexpected variable costs. Although John had substantial financial experience during his working years, Melissa identified many areas and techniques allowing us to better manage our cash. Her sessions were always positive yet challenging. Her approach and demeanor encouraged us to open up to her and to each other. We still have work to do but now believe we can achieve our goals”