Understanding the Power of a Compound Interest Investment

by Matt Hale

Understanding the Power of a Compound Interest Investment Investing can feel like a distant goal at times, especially when the rewards aren’t immediate. A compound interest investment changes that by letting your money grow on itself, turning small contributions into larger returns over time. Understanding how compounding works helps you see the long-term potential of […]

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Why the Principles of Goal Setting Matter in Personal Finance

by Matt Hale

Why the Principles of Goal Setting Matter in Personal Finance Managing money feels a lot easier when you know what you’re aiming for. Without direction, it can be tempting to spend on impulse or push decisions aside. Setting goals gives you structure and purpose, guiding where to save, how to invest and when to take […]

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Lester Acasio

Client Service, Financial Planning

Lester is Rebecca’s right-hand man. He is a massive part of our financial planning clients’ journey from onboarding to implementation. Alongside that, Lester provides incredible energy & is our go to for pre-meeting pump ups!

Meet the rest of the team