5 /5 Tiffany Yates Martin: We had the pleasure of working with Leah Coleman to help us assess our financial situation and plan for our future, including retirement, and cannot recommend her services highly enough.
From the very beginning, Leah demonstrated a deep understanding of financial planning and a genuine interest in helping us achieve our financial goals. She is an exceptional listener, and took the time to get to know us, our situation, and our long-term goals. This personalized approach let us feel confident that the advice and strategies provided were tailored specifically for us.
Leah’s expertise in the financial industry is evident in the comprehensive, detailed, well-researched plans she created. She was able to break down complex financial concepts into easy-to-understand terms, ensuring we were comfortable and informed every step of the way. Whether it was retirement planning, investment strategies, tax optimization, and even insurance assessment, Leah provided clear, actionable guidance that helped us make informed decisions.
She was always available to answer any questions we had, which helped build a strong sense of trust, and proactive with communication, keeping us updated on market trends and any potential changes.
Leah made what we had been dreading as a dry, terrifying rite of adulting into an actually pleasant, deeply informative process that’s given us enormous confidence and peace of mind. We’re thrilled with our work together!