Mary (Ms. Value) was recommended to me when I was on a search for a professional to help me organize my finances and save for the future. I was feeling overwhelmed, like I was 'behind' on everything, and didn't know where to start. Mary brings a very warm and understanding tone to her sessions, while providing sound advice made easy to understand for someone without a lot of financial knowledge. I feel more confident about how to organize and prioritize my finances, along with budgeting, after meeting with Mary. I would definitely recommend her for anyone looking for help planning their financial future.

-MC

Business owners and managers, talk to Mary about teaching your employees to make better personal financial decisions. One of the biggest stresses in today’s world can be your people worrying about their finances. Mary is wonderful at presenting a complicated system in a simple manner. My folks gave her high praise after she left. If you show your employees you care about them in their personal life they will give their professional life 100%!

-Mark

Mary was fantastic! Not only was she patient with my zaniness, she gave great, common sense advice and really laid things out in an easy to understand way. We desperately needed an outside perspective on our finances, and we know we'll be on a better track now that we have Mary's help. She really takes the time to walk you through everything, and we appreciate her expertise.

-Mike & Megan

My husband and I have a decent understanding of our money, but we've just felt stuck and as a result not moving forward with any decisions. We knew we could use a financial advisor with our bank or for our 401k, but we just felt like we wanted to get really clear advice from someone independent of a financial institution. The process of collecting our information for Mary was very simple. We completed it over the course of an afternoon and then we scheduled a session with Mary to review her findings. The advice included everything from big picture items to small steps to make lasting changes on our savings. The advice was simple enough for anyone getting started, but comprehensive enough for someone who already has savings to take their plan to the next level. We now have a working to do list on what we need to do next. I feel a sense of relief having a place to start and feel confident in the advice. We now feel 'unstuck' and that's a great feeling.

-Kristin