Rachael has been our financial consultant for the past 5 years and we have been very pleased with her service and professionalism. With our busy schedules, Rachael is always very understanding and accommodating. She is also very transparent in sharing of information in a way that can help us with decision making. It definitely helps that she summarizes in a very succinct way all the plans that our family has, and reviews with us regularly. We highly recommend Rachael to anyone who needs financial planning!