Dr. Hannah P
I was financially quite naive having just started a new career as a physician and needed someone I could trust with my finances. Cecilia is that person. She is genuine, caring, intelligent, savvy and family-oriented. She understands my needs as a working professional and mother. I appreciated right from the get-go that she was transparent about how her company worked. Never did I feel as if she was just pushing financial products at me. She has tailored all my financial goals and concerns to fit my family life stage. She optimizes our finances. She advises us on insurance and security, but never insists or guilts us. I’m always impressed every year when we come in for our yearly review at how much our investments have grown. I always am surprised and ask her if she’s sure it’s our portfolio.
Cecilia has gone out of her way to secure the best disability insurance for me. We revisit it every year and she’s constantly on the hunt to better my insurance security. She is easy to get a hold of and immediately responds to our concerns. She has an incredibly hard working, brilliant team that are polite, keen, and quick to respond. She constantly helps us adjust our finances when we have major life events ie. pregnancy, miscarriage, change of job, buying a new car etc.
Whenever we have to fill out our forms, everything is marked with highlights and arrow stickers which takes away the stress of having to figure it all out on my own.
I trust Cecilia with my finances and know that she has my family’s best interest at heart. It is very obvious working with Cecilia that she a passion for creating successful financial portfolios for her clients. She also sends us the most beautiful gifts for special occasions! We feel extremely valued and cared for as clients.
Cecilia took away my fear of financial planning and finances. I am so naive with finances that I truly needed someone I could trust with the wealth that came from my new career. The challenge with being a physician is that I don’t get benefits or a pension, so planning has to be long term. She has been able to take away my fears about savings, college funds, retirement etc. Cecilia has given me a sense of financial security and freedom even in the midst of major life change.
Cecilia gives me financial security and freedom regardless of life stage and unexpected life events. She lets me feel secure that I can enjoy the money I am making while at the same time saving for my financial future.
Cecilia creates a life financial plan. It’s not just about today. It’s about tomorrow and all the unexpected that comes with life. She helps my family make the best of the finances that we have even in the context of unexpected life events and helps me have confidence in my financial present and financial future.
Cecilia helps create financial security and confidence for families from the beginning of life to the end of life and every event in between. I’m really hoping she doesn’t retire before I do!
I feel free to enjoy the money that I make knowing that I have a financial plan with a large security net. I also don’t fear talking about finances. I used to get this overwhelming sense of anxiety when I thought about finances, but now I know there is a plan. It’s a plan that’s not set in stone but flexible to the changes in my life. I have watched my portfolio grow exponentially and have seen how Cecilia optimizes every opportunity for financial advancement and success. I just don’t worry anymore.