About
There’s a lot on your plate…
Leaving little bandwidth to answer important questions:
We eliminate the guesswork.
AS A BUSINESS OWNER MYSELF, I GET IT.
Trying to balance today’s demands with future planning can be heavy… Making it easy for opportunities to slip through the cracks.
We take that weight off your shoulders and help you:
Let us help you build more of the life you want
Click the button to schedule a 20-minute consultation with Melissa Yano, CFP®, CExP™
Meet the team
CEO and Senior Wealth Advisor
Melissa M. Yano, CFP® CExP™
Office Manager
Ester W. Heichman
Executive Assistant
Krista D. Summers
Client Service Manager
Emily Costa