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WSJ Interview

Read Celeste's WSJ.com interview on budgeting

Special Offer: Celeste will offer a complimentary1/2 hour to determine how she can best help you move forward financially. Contact Celeste to schedule your appointment.

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You compiled a budget(s) with the best intentions. And the budget(s) never quite stuck. You blamed your weak self-discipline and...
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Your life is changing. You are about to or have just begun to ...

graduate from college
start a new career
make serious money
get married
become a parent
consider a career change
retire
receive an inheritance
get a divorce
start a business
pay too much in taxes
buy rental property
consider a home remodel

In a word, you want to move forward and financial decisions play a part.

No matter what you are doing or what you are going to do, you know you could benefit from meeting with an experienced and objective advisor. As a financial planner I am dedicated to giving you the direction you need. But in the end it is you who is the captain of your ship.

That's why I offer:

Education as well as guidance
Choices instead of limitations
And a shared sense of responsibility for reaching your destination.