Emotional Spending

November 1, 2023

Dr. Roxanne Arnal, CFP® Taming the Holiday Shopping Impulse: A Guide to Reducing Emotional Spending at Christmas  ‘Tis the season to be jolly, but for many of us, it’s also the season to spend beyond our means. The pressure to

Read More »
I’m relieved to finally see my investments growing in a healthy, sustainable way. Before working with Roxanne, I was stuck in a bad insurance policy that was basically self-destructing and no one had ever taken the time to explain it to me. She broke it all down clearly, helped me understand what was really happening, and showed me a completely new way to think about financial planning and wealth management. I finally feel confident about my financial future.
T.K.
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
G Whiting
We have enjoyed and trusted Roxanne since we started doing business with her some five years ago.  Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds.  Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times.  We are looking forward to a great future.
Randy S
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Dr. K. Jacobs

Do you want Clarity, Confidence and Control over your Wealth?

Who wouldn’t want to take the stress out of their financial and wealth situation? Contact us today to get started.

Request a Consult

Ready to Empower Your Wealth?
Let’s start a conversation today.

Request
a Consult

Second Opinion Service

Wondering if your current plan and investments are on the right track? Our Second Opinion Service provides an expert review—completely commitment-free.

Get answers to the big questions:

  • Will you have enough?
  • Will it last?

Book an appointment today for Clarity, Confidence, and Control over your wealth!

Book an Appointment