Financial peace starts with the right financial plan

Creating a Financial Plan begins with the first step

Working with a Certified Financial Planner™ can make this process easier

Financial planning is a process, and we start ours with a cup of coffee, a conversation and a yellow pad.

With us it is all about conversation. We work with you, get to know you and understand your goals and what is important to you. Then we craft a plan that is tailored to your individual needs. Our clients become a part of our family, and it is our goal to help you achieve the best results possible and help make your goals come true.

Our Financial Planning Process


This is the key to the way we do business, delivering services with your best interest in mind.


More than a return on your investment; it’s making sure you are meeting your life goals along the way.


Using the latest technology to enhance the personalized service you receive.

Christine RondeauChristine A. Rondeau, CFP®

your future starts with taking the first step

Creating a plan is simple when you have the right people with you. Start your journey today.

Let's Make A Plan For You