Web site design by Jennifer Conlon

Valerie Gospodarek, CFA has over 20 years experience in the financial industry including managing individual client investment accounts, providing advice on asset allocation, portfolio construction and investment selection, and managing a multitude of financially-related projects. Her passion for organizing, her vast financial experience, and her desire to help people worry less about their financial future, led her to build her own business. Valerie's goal is to provide solid, unbiased consultation so you can rest easy knowing your financial goals are being met. Learn more about Valerie.

Being financially organized is essential but rarely receives the time it deserves due to our busy lives.
Partnering with a Financial Organizer will:
 
  • help you determine if you are on track to meet your financial goals
     

  • reduce the stress you feel every time you look at the stacks of financial statements cluttering your file cabinets and/or office
     

  • save you time in the long run when you need to easily access your financial information
     

  • bring peace of mind to you, your family, and heirs knowing that your finances are completely in order