“We began working with Lesley and team latish in our careers. We had several friends that worked with the team and they were very satisfied - and we have been extremely happy ever since. The team listens to our goals and concerns. When we have questions, they are immediately addressed. We have a plan that changes with our needs, which is often, and we never feel push back. All of our experiences with the team have been educational and even fun. It feels like working with family - and the team truly cares. Our financial health has improved dramatically since we have been working with Lesley. On our first meeting I said our goal was not to worry about finances in our future, that we wanted the team to do what they do and we would listen- it has been a great partnership. We refer all of our friends to Lesley. We have never had a bad experience. The team is way more responsive than I would have expected. The plans are well thought out and designed for our particular and peculiar needs, without question. The advice has been wise, the conversations open and honest, and we would use no one else. We feel at ease and at peace.”

“We met Lesley soon after moving to the Triangle and began practicing medicine after training for many years. Lesley was persistent in offering her services, and her persistence paid off! I needed the Financial Planning for Dummies book before I met Lesley. After meeting with her, I had a much better understanding of my options. Lesley has given us peace of mind and financial security. Lesley is caring, genuine, and knowledgeable. Kim and I started out in debt and unsure about where to begin to turn things around. Lesley and her team gave us the tools we needed to build a stable financial foundation. We are grateful for her advice and guidance over the years.”

“I engaged with Lesley and her team after I was well established in my career. I initially met to determine if I was on the best path for retirement. The scope of services provided was very helpful and reassuring. Routine follow-ups are very helpful to make sure we are on track with tasks we need to complete. Lesley and her team are very engaging and have our best interests in mind. I feel good about our financial health and I wish we would have engaged sooner.”

“Lesley and the team have helped tremendously with my retirement transition and eased my concerns about our future needs. She takes the time to explain the various financial options that are key to securing ongoing wealth management. We completed our will this year along with Lesley's guidance. Lesley has gone above and beyond in helping with both my parent’s issues and helping secure my children’s best interest after I am gone. I previously worried that there would be secondary gain working with financial planners and maybe not always in our best interest, however, this has been a positive relationship. I feel confident that Lesley and Nate continue to champion our family and I trust them implicitly. As I move toward retirement, I know we are in good hands.”

“We initially met with Lesley to establish a financial plan to guide us through different stages of life, but especially in retirement. We appreciate Lesley, Nathan and Loren keeping us on track overall while also fine tuning where necessary. They have a holistic approach to retirement planning that understands we have different types of expenses (cars, education, home repair, etc.) at different stages. We value the active listening and non-judgmental attitude - the understanding that finances involve numbers, but life involves emotions. We feel great based on the years of planning and tweaking, that we will be in good stead, and that the team will carefully lead us through immediate pre-retirement, initial retirement, and later retirement. Authenticity matters, active listening matters, and not being pushed against your will into different financial vehicles matters. This team brings the total package - financial savvy, human touch, and commitment to integrity and transparency. I value the long-standing relationship and that they will be our trusted guides in retirement, allowing us to actualize our vision for a wonderful retirement.”

“I initially met with Lesley following the advice of a trusted colleague and his wife. They were excited to be meeting their financial goals under Lesley's guidance and it was giving them great peace of mind, security, and (surprisingly) visible joy! Lesley introduced financial tools for consideration that no other financial planner had discussed with me before. She also asked me pointed questions that no one else ever had. I've worked with at least four other financial planners over about 35 years and have never had such productive and enlightening sessions. I never imagined looking forward to my financial planning sessions before!  I know exactly what I must do now each quarter and each year to maintain certain aspects of my plan and to phase in new tools over time. It's all clear in a way that it wasn't before. I also feel freer to spend on trips that will build memories now without concern for compromising my long-term goals. That's freeing. Lesley and her team are different in a very good way. Everything my colleague promised is true. The individual attention that Lesley and her team pay to each client is truly special. Lesley has all the best attributes of financial teacher, coach, counselor, and cheerleader all wrapped into one fabulous human being.”

“My husband and I were looking for more support with our finances and guidance in our financial planning. This firm came as a recommendation from my brother and sister-in-law who have enjoyed working with the firm for many years. We found the relationship with our planners most beneficial. We have felt heard, understood, and supported from the beginning. We have felt comfortable asking questions, sharing concerns, and have felt a partnership with the firm from the start. We have worked with financial planners previously and it was always very intimidating. Now we feel like we are part of the process and contributing to a shared goal. I never dreamed that I would look forward to financial discussions like I do and feeling confident in my own concerns. They leave space for questions and concerns and welcomes the opportunity to teach and support. We have felt like we are part of the conversation for the first time and truly appreciate the team for that. We are feeling better and better about our retirement because of the plan we have made. Of course, as things change we have questions or concerns but we feel like we have the support we need when we need it most and that is something we are so grateful for - THEY ARE THE BEST! We finally found a partner in our financial planning journey, one that actually cares and is there for us!”

“The value of building a close and trusted relationship when it comes to managing financial future is so important to the process.   After we began planning with Lesley and team, we were thankful for having the expertise of someone showing us the roadmap and our current position. After many years of planning together, I am now seeing how valuable it was for us to start the path towards diversification as this has become such an important part of our overall plan. Working this team has been much more personal and goal-focused than I expected. When we meet, we genuinely talk about what our goals are and what our long-term plans and dreams look like so we have a good perspective. As we move towards retirement, I recognize It has been a long path for us and we continue to make progress. I used to feel like we always needed to make big incremental jumps along the way but focusing on the smaller steps and continuing to grow and diversify even if only small added investment at a time is starting to add up for us. There are so many long-term benefits and opportunities we’ve found working with this firm.”

“Very knowledgeable, client’s best interest in mind. I appreciate they are always quick to respond to phone calls.”