Financial Planning & Investment Management To Align Your Money With Your Life Goals.
Money is complex and making impactful financial decisions can be overwhelming. We help bring clarity, intention and direction to your entire financial strategy. Together, we will create a personalized plan to meet your short-and long-term goals, because life isn't just about saving for tomorrow, but also about enjoying today!
How We Help
Jason Dall'Acqua, CFP® & Founder
I am a born and raised Annapolitan, husband, father and a finance enthusiast whose mission is to help hard working families be more intentional with their financial management and align the use of their financial resources with their life's goals.
My Why: You may have noticed the use of the word intentional several times by now. That is because I believe that bringing intention to every decision is the best way to live - with money and in other facets of life - and will result in a more fulfilling and enjoyable life.
I have witnessed first hand the impact that consistent, smart decision making can have on creating and keeping wealth. It is a simple concept, but difficult to repeatedly implement on one's own. That is why intentionality is at the core of every decision that we make, from every investment choice to planning recommendation. All with the goal of creating the life you want.
Professional: I have over a decade of experience in advising people in their financial management and have worked with nearly 200 families over that time. I am a Certified Financial Planner™ and a member of numerous industry organizations, including NAPFA, XY Planning Network and The Society of Financial Service Professionals, of which I serve on the board.
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