Rebecca Feigen
Rebecca is a Navy veteran turned financial professional who brings discipline, attention to detail, and a strong work ethic to every client interaction. As a mom of four, she understands the real-life demands of managing time and money. Through her financial business she helps individuals and small businesses gain clarity and confidence in their finances. Her meetings offer reliable, personalized support that turns financial stress into a sense of control.
Introductory Meeting
This is an introductory meeting where we explain the services we offer and how we can support your financial goals. It is a no-obligation conversation to help you understand how we work and what we can do for you. No documents are needed—just a chance to get to know us and ask any questions you may have.
Personal Financial Review
Let's discuss your Financial Needs Analysis together. The length of the meeting will vary depending on your specific needs and any questions that you may have.
Interview
Think you would be a great fit for the team or want to learn more about business opportunities? Let's discuss.
Annual Review
Let's do a wealth check in a year and see if any changes or additions need to be made.
