Financial Planning for Your First Home

August 7, 2025

Financial Planning for Your First Home By Dr. Roxanne Arnal, CFP® Buying your first home is an exciting milestone, but it can feel overwhelming, especially with rising real estate prices and extra costs like taxes and closing fees. Smart planning

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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
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
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Dr. K. Jacobs

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