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Taking The First Steps Towards Financial Stability Can Be Overwhelming
I’m here to help you, and not judge you.
Trusted By Real People
“Ted has the heart and soul of a counsellor and the detailed brain of an accountant — a special find in the field of finance. My husband and I have been married twenty years and we have two kids (one with special needs) and our finances have often been a point of stress. Ted reviewed our circumstances and helped us see ways we can live comfortably in the present and the different opportunities we have to achieve our goals. We now have a realistic budget and financial plan based on our unique needs, values and goals that helps us to feel more confident and more connected as a couple. In a short time, Ted has made a huge difference in our lives.”
Kate B.
Confidentiality:
As an Episcopal priest, I have taken vows that obligate me to maintain strict confidentiality except in instances where I am mandated by law (for example, in the case of a child’s safety). Likewise, as a business professional I will never reveal any personal information relating to any client, except at the specific request of the client or when I am obligated by law.
Confidentiality:
As an Episcopal priest, I have taken vows that obligate me to maintain strict confidentiality except in instances where I am mandated by law (for example, in the case of a child’s safety). Likewise, as a business professional I will never reveal any personal information relating to any client, except at the specific request of the client or when I am obligated by law.