"Before I started working with Mia , I had very little financial structure and direction for what to do with specific parts of my financial plan, and my overall plan was not very clear due to a lack of education. The most frustrating part was trying to make decisions and create goals without the proper information and guidance. Mia is extremely personable and I feel completely comfortable and accepted because she’s so patient and knowledgeable. She had answers to all of my questions, and she provided alternative resources for questions/products beyond her specific area of expertise, which I really appreciate. I have completed a lot of important steps to set myself up for retirement and to care for my loved ones after I have passed on. I’m so grateful, and I have such a peace of mind, I will continue to work with Mia and highly recommend her to anyone looking to up-level their finances!"