Kristin Gillespie

Many colleagues at Pratt mentioned AdviceOne to me. In 2020, I finally decided to schedule an online meeting for my husband and I to meet. We decided to go forward with the three introductory meetings with Carlos Henriques and Bria Comer to find out if we were anywhere close to being able to retire, something I personally was always afraid to ask because I didn’t think I would like the answer!

Fast forward to today, they have guided us and given us confidence in our financial planning and strategy, shared tips we didn’t know about and helped us prepare for many family milestones/goals. But most of all they supported us in reaching my goal of retiring when I was ready to go and ensured we would be ok all the way to the ‘end of the spreadsheet’!