Your Partner for the Long Haul
We’ve got you, and we will be your dedicated partner for every major milestone. We listen to understand where you want to be and then walk by your side throughout the journey. We build a long term relationship and as things change, we’re here to help.
Seasoned Guidance for Your Success
We offer seasoned guidance and are proud to be led by a CERTIFIED FINANCIAL PLANNER™ Professional with over 2 decades of experience and a masters degree in engineering. We have your best interest top of mind, always.
Holistic Financial Planning that Fits
We connect your dreams with your financial realities, helping you prioritize what matters most. We implement a plan to maximize your potential for meeting your life financial goals.
Meaningful Advice That’s Made for You
We are always focused on what matters most—you. We take an honest look at your finances and consult with our team of specialized professionals to deliver the best recommendations for you.
Our Clients
We specialize in providing financial planning, wealth management and retirement plans to thriving professionals and businesses.
Learn more about how we are helping successful business leaders, physicians and boss-women go-getters take control of their financial lives.
Get to Know Tracee
“My goal is to take the fear and worry out of the financial planning process by putting each client’s concerns and priorities first. Every client deserves to have access to a financial planner who will design a plan in their best interest with honesty and integrity. I truly believe that a solid financial plan is the key to pursuing your goals.”
- Tracee J. Sapp, CFP®
Founder and CEO