The People Behind Your Financial Progress
We're not traditional financial advisors. Our team combines practical experience with genuine understanding of how money stress affects everyday decisions. We've been where our clients are — figuring out how to make ends meet while planning for something better.
Every strategy we teach has been tested in real situations. We believe financial planning should reduce anxiety, not create more of it.
Zelda Connolly
Financial Planning Director
Former debt counselor who understands the emotional side of money management. Specializes in creating realistic budget frameworks for families with irregular income.
Brynn Castellano
Budget Strategy Specialist
Develops our practical tools and tracking systems. Believes that the best budget is the one you'll actually use consistently, even during stressful months.