GO FORWARD

 I knew that I should be doing more with my money, but I felt overwhelmed by the possibilities and wasn’t sure who I could trust. Mary was a godsend… she had a methodical approach and was a great communicator. Mary explained my options to me, made sure I understood and was unfailingly patient. She helped me make moves that ensured my money was allocated properly and doing more for me. I gained confidence about my current and future financial status and have Mary to thank. I highly recommend her services. 

Early-career professional

 Mary takes the time to understand your story, circumstances and desired outcomes. Then she creates a customized strategic approach that fits not only your goals and schedule, but also your individual characteristics. Her attention to detail, follow through and care has been exceptional and has made a significant impact on our lives. 

Business executive

 Mary is a wonderful Coach! Her financial background allows her to give you the right information for your situation. However, it really is her talent for listening and then formulating a plan that is specific to your needs where she really shines. Her conversational approach and use of appropriate questions for my situation provided the guidance, time to reflect and also that little extra push to help me in achieving my goals. 

Mid-career professional

 With only a few meetings, Mary was able to help me sort through the overwhelming paperwork after my husband’s death. She has a heart and even a sense of humor in tough times! She was able to walk me through the order of importance of various tasks, some I could handle easily, some requiring more help. Well within my target date of one year, I met my goal to complete my husband’s estate filing. I felt liberated. I couldn't have done it alone. 

Retired manager

 Ms. Mary Go is a Booth-trained MBA who has taken her considerable financial and organizational acumen from the Boardroom to assist individuals with budgeting and financial planning. She has described herself as an expert in “decluttering your financial life.” She is skilled, insightful, and has a wry sense of humor. She assisted me with specialized planning around a major life event. Her planning was rigorous, punctual and insightful. She is highly recommended. 

Business executive