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    RBC Wealth Management

    5.0 (1 review)
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    1 month ago

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    Solstice Wealth

    Solstice Wealth

    4.8
    (53 reviews)

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

    GPS Wealth Strategies

    GPS Wealth Strategies

    5.0
    (2 reviews)

    We couldn't have been happier with GPS and the exceptional service Jesse Travis provided. My wife…read moreand I are in a new stage of life with our first child and needed to buckle down with our finances. We reached out to GPS for help and were blown away by their kindness and knowledge. Jesse welcomed us to the office with a big smile and a firm handshake. He had coffee on and the conference room set for our arrival. First, Jesse wanted to get to know us, which made us feel valued. Then he actively listened to our needs, wants and financial goals, to personalize a plan best suited for us. After our meeting, my wife and I were offered a baby gift for our newborn - a nice touch! Jesse was wonderful and we can't wait to do continued business with GPS.

    Jeese & Judy are great teachers/advisors! We found them through using Dave Ramsey's ELP list…read more Jessie is a phenomenal teacher of wealth strategies. He is very personable and caring about his clients. It is very important to him that you understand what your money is doing. Jessie & Judy treat their clients like family. Anytime we bring our children by they even get a lesson as well and enjoy learning about mutual funds. We feel comfortable being able to see how our money is doing and knowing that GPS Wealth Strategies truly cares about our financial future and legacy of wealth. I honestly don't write a lot of reviews, but GPS Wealth Strategies is the place you want to be regarding wealth building and your financial future.

    RBC Wealth Management - financialadvising - Updated June 2026

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