Working with Mona has been a wonderful experience. Her hard work and time spent are clear in the details and options she presented for financial planning. She was very thorough in providing many scenarios using what we provided to help set us up for long term plans, such as savings goals and retirement. She made us feel comfortable in analyzing our finances as well as in making the best choices for future success. It’s obvious that she has our best interest in mind. She provides great guidance and advice and makes it her goal for us to understand our finances and help us make the best choices based on our priorities and wants. She’s been very reliable with quick responses to any questions that came up. Without a doubt, she has helped make our financial planning concrete with achievable goals giving us a comfort and satisfaction for our present and future plans. We have been very happy with her work and happy to find someone that we can trust in helping us plan our financial future!