Services
Illuminating Your Path to Financial Confidence
Financial planning shouldn’t be intimidating. Like a lighthouse guides ships safely to harbor, we partner with you to illuminate the path to your financial goals, empowering you with knowledge and confidence to make smart money decisions.

Budget Creation & Financial Analysis
We make budgeting simple. Together, we’ll review your complete financial picture to understand where your money goes each month. You’ll get a personalized budget that fits your lifestyle and a clear roadmap that gives you confidence and control over your finances.
Debt Reduction Strategy
Debt doesn’t have to feel overwhelming. We’ll create a customized payoff plan for all your debts that fits your budget and keeps you motivated. You’ll see exactly how much you’ll save in interest and when you’ll be debt-free, turning an impossible goal into achievable milestones.
Emergency Fund & Savings Optimization
An emergency fund is essential for true financial peace of mind. We’ll determine the right size for your situation and build it realistically. Plus, we’ll optimize all your savings strategies to make your money work harder while creating the financial cushion that protects everything you’ve worked for.
Financial Goal Planning & Ongoing Coaching
Your financial goals deserve more than wishful thinking. We’ll create actionable plans with realistic timelines for everything from home buying to retirement. Think of us as your financial accountability partner – providing ongoing coaching, regular check-ins, and guidance when unexpected challenges arise.
People
Empowering Your Financial Journey

Alan Colantino
My passion for financial planning stems from witnessing the transformation that happens when people gain control over their money. There’s nothing more rewarding than seeing a client’s stress melt away as we create a budget that actually works, or watching them celebrate paying off their last credit card. I believe that financial planning should be accessible, understandable, and tailored to real life – not filled with confusing jargon or impossible standards. This personal approach drives everything we do and reflects our commitment to making financial confidence achievable for everyone.