I believe in a fully comprehensive approach to build lifelong financial independence. This allows my clients to live according to their values and priorities. Our priority for clients is bringing expertise in ever-changing financial markets with a high value on care, attention, and service to address specific needs and goals. As a fee-only planner I can be generous with time to walk through recommended solutions with clients. Everything we do is grounded in planning that is not a one-time document but a way of life and our working relationship. My husband, Burke, of 30+ years, and I raised our children in Tallahassee. I invest my spare time in my family, our church, the national and local CFP community, and rotations of service in local industry groups and non-profits.
Aug 29, 2020
Alison H. Mewborne, CFP®, AIF®
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