To say Alissa has made an impact on my life is an understatement. She has made a profound impact. More than I ever anticipated when I first went searching for a financial advisor in January of 2023. This is where Alissa stands out from your average financial advisor or planner. She genuinely has her clients best interest at heart and wants to see you succeed in all aspects of life, not just with finances. Her dedication to her clients is unmatched and always comes ready with the tools you need to not only overcome any financial burden or stress you have, but empower you to make better financial decisions for the future. I am beyond grateful for her knowledge, patience, and guidance throughout this past year. Without a doubt, hiring her was one of the best decisions I've made for myself. I would not be where I'm at today without her. Wherever you may be in your financial journey, without a doubt, she is the one you want in your corner along the way. I cannot recommend Alissa enough.

Laura J.
Long Beach, CA

Alissa is a true gem! She helped me overcome my fears of confronting my financial health, which is not an easy task! But Alissa did it with an inimitable combination of empathy, intelligence, and leadership. I am so grateful to be working with her, and through her guidance, for the first time in my life I feel as though I am in a positive relationship with my finances.

Krissy G.
Marblehead, MA