5 /5 Brett Wilson: My wife and I went into this not knowing what to expect in terms of how to handle our money beyond basic checking, savings, and credit card accounts. However, with Julia, Philip, Helen, and Karas help, their warm, inviting approach to personal money management gave us the confidence we needed not only to pull our minds out of the weeds of uncertainty but to get a clear, big picture of where our money actually goes each month. Its truly refreshing to get such thorough, compassionate help through our sessions and notes knowing we are investing in ourselves along the way.
Overall, both of us highly recommend even just getting a consultation from The Art of Finance knowing they put your money needs first.