You Don’t Have to Take Our Word for It

As someone new to investing, I initially came to Karla with ideas of what I thought I should be doing.

But she didn’t just take that at face value. She asked thoughtful, pointed questions to truly understand what I was trying to accomplish. And helped me explore strategies to pursue my financial goals.

I felt deeply heard throughout the entire process and am grateful for Karla’s thorough, organized approach. She made something that I felt overwhelmed and uncertain about, feel clear and empowering. - Lara L.

I knew financial planning was important, especially as I neared retirement age, but it was a major stressor to me because I didn't understand the terms used, much less the strategies. 

That all changed about 10 years ago when I began working with Karla Ukman. She explains the mysteries of money and the market in ways I can understand and as they relate to my individual needs and goals. She welcomes questions and never makes me feel inadequate for asking them. Karla always invites me to stay in touch and, if I have any concerns, to reach out to her.

I respect Karla's professional knowledge, attention to changes in the economy, and dedication to ethical operating procedures. She regularly reviews my investments with me, and informs me if she has recommendations for my investments, based on my best interests and comfort level. My savings are never stale or static. 

For me, financial planning is no longer stuffy and boring, a necessary evil. It is more like taking a walk with a good friend, with my pace and abilities considered, to reach a worthy goal. With Karla, financial planning is now more than just a destination; it is a pleasant journey home. - Kerry S.