Our role, as financial planners, is to help you connect your money to what you value in life, and then help you make financial decisions to make that connection a reality, both for the present and the long – term.
To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have. As a fee-only financial planner, my goal is to help you live the “rich life”.
My priority is to make sure every client’s needs are addressed and
help to assist them achieve their financial goals.
As the financial planning industry continues to evolve, our firm does, too. However, we are still committed to the “kitchen table” approach that is our firm’s roots.
The firm was founded in 2001 by Elizabeth Rutter Baer, CFP®. Beth, a graduate of Albion College, has been involved in the financial services industry since 1995. She is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the Greater Lansing Estate Planning […]