Giving you the power to control your personal finances for a lifetime
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