I highly recommend CDLofs. Working with Trice in the last 2 years has helped me turn my financial situation completely around. I jokingly refer to her as my ""money therapist"" because she not only assesses your financial situation- she assesses how you think and feel about wealth. She provides you with achievable monthly goals that put you on the right track one step at a time. Not only was I able to clean up my financial situation and go from red to black in the first year, I doubled my income because I changed the way I though about my finances. Trice is always positive and supportive. If you are thinking about getting an advisor but are nervous or scared, then CDLofs is for you.
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