What People Say

“You have so much compassion for people to know the truth about their finance.”    — Denise M.     Mystic, CT

“Over the last almost two years, Bernadine taught me to have a connection with my finances. She gave me tools to learn how to budget, plan ahead, and ultimately to save. We started meeting once every week; we would plan out my budget using cash for everything I could so I couldn’t go over budget. After I learned to work within my budget, we started meeting every other week. She taught me how to chart my progress and to always think a few weeks ahead.”       — Liz P.      Old Lyme, CT

“Now with all my numbers on one page and condensed [into] some categories, the visual gives me a lot better picture that I can now have some control of where my money goes.”                      — Robert C.     Waterford, CT

“I had the opportunity to work with Bernadine in a budgeting workshop. She is a true professional and extremely effective in Financial Counseling.”        — Kathryn T.   Mystic, CT                                

“I know Bernadine through our mutual involvement with Fresh Connections, a women’s professional development network. Bernadine is one of the guiding forces in the group, sharing her expertise as a financial educator as well as her extensive background in public speaking. She is a real asset to the group.”    — Kathleen C.    Old Saybrook, CT                                

“Have consulted with Bernadine on financial strategies for Money management. She is very easy to work with, and has a high degree of knowledge. I would highly recommend her to anyone.”    — Deborah P.    Groton, CT

You do such a great job, and I look forward to recommending your services!  — Nancy H. Mystic, CT