... Afterwards Emily presented a comprehensive financial plan that was clear, concise and action oriented. ...Original recommendation
Before deciding to work with Emily, I met and researched many financial advisors and though there are many advisors who mean well and are knowledgeable Emily stood out from the rest. ... Emily is a great listener, intelligent and is passionate about empowering her clients to make wise, healthy financial decisions...
I would highly recommend Narrative Financial.
When I first met with Emily to talk about getting our finances in order, we had no budget and no financial plan. ... She is professional, thoughtful, honest and met us exactly where we were in order to customize a financial plan for us that makes sense. We now not only have a monthly budget, but are regularly contributing to an IRA and planning for our children's future college education. Thanks Emily!Original recommendation
Emily is easy to relate to, detailed, and competent. She listens closely and provides her guidance accordingly, in an open, honest, and straight forward manner. While other financial advisers make you feel like they’re “selling you,” Emily actually listens and creates a roadmap to achieve agreed upon goals. Would highly recommend Narrative Financial.Original recommendation
I attended a financial workshop presented by Narrative Financial and it was an excellent experience. ...Original recommendation
... Emily gives guidance without being demanding and takes the time to truly teach her clients about financial topics. There is a great deal of transparency and she does an incredible job of partnering with her clients to help them "take the blinders off" to their financial situation.
You will not regret working with and learning from Emily at Narrative Financial! I highly recommend her.
I really enjoyed working with Emily. She's honest and gives you her suggestions and it's up to you to follow through with her recommendations.Original recommendation
She'll mention her past mistakes and is relatable to her clients. I highly recommend her if you are looking for any financial advise.