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    My Plan Keeper

    5.0 (2 reviews)
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    3 years ago

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    4 years ago

    I had met with several life insurance places and Carla was able to provide more options and the best quote, definetely recommend her

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    Carla G.

    Thank you for the review, I love to hear from my clients!

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    TBH, I was initially skeptical of the concept of a financial coach (as opposed to either a…read moretherapist or a financial advisor). But Adam has been very helpful and my wife and I have benefited immensely. We highly recommend Adam!

    My husband and I reached out to Adam almost two years ago because we wanted to get better control…read moreof our finances and prepare for retirement. We achieved this and more! I can tell you with full confidence that working with Adam is 100% worth the investment for couples who are seeking financial clarity and peace of mind. With Adam, we learned how to: - Create and maintain a spending plan - Build up our savings while maintaining our lifestyle - Plan for major financial milestones, such as buying a house and retirement In addition, Adam helped us through our salary negotiations, which resulted in raises for each of us, with a combined gross salary increase of over 20% per year -- and in my case, a promotion as well. More importantly, Adam helped get us on the same page as a couple when it came to our financial goals and money mindset. The skills and mindset we gained from working with Adam was especially helpful when COVID hit last year. We knew exactly how far our savings would take us should either of us lose employment (fortunately, neither of us did) and eventually, when I decided to leave my career to take a break and forge a new career path, I was able to do this with confidence and ease. Events that would normally cause us a boatload of stress, weren't stressful at all thanks to Adam.

    My Plan Keeper - financialadvising - Updated May 2026

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