Our financial advisor introduced us to Melissa at the Savvy Life. We were looking for a better way to track our spending and fine tune a savings and retirement plan. We have 4 kids, two in college so maintaining a clear financial plan is important.
Melissa’s motto is “spendsmart”. That says it all. She is so insightful and positive in her approach to “budgeting and saving.” She made the process, that can be somewhat tiring and painful, an enjoyable experience. Her attention to detail and putting all the puzzle pieces together is so valuable. She helped us create a spending plan, not a budget, that supports our life, but helps us save and have better control of our financial future.
We are very grateful to Melissa as she has helped us see the reality of living the retirement we dream of one day.