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We believe financial well-being and personal well-being are two sides of the same coin and there is no point in having one without the other. And achieving financial independence is the direct result of balancing your goals and dreams with your financial resources. The financial complexities of today's world are daunting – preparing for retirement, investing your money, minimizing your tax bite, making sure you don't outlive your assets, paying for college, protecting your estate and those you love, and the list goes on. How to tackle these issues while still going about your daily lives can be overwhelming. Quite often, the problem is not knowing where to turn for sound and objective, professional advice – advice that will ideally provide peace of mind, financial security, and confidence while minimizing anxiety and uncertainty.

Christina Gatteri, CFP is a top-rated Certified Financial Planner in Rhode Island focused on her clients' mindset, inspiration, and motivation. Her approach as a financial advisor is centered on working with individuals and families to help them break the cycle of feeling overworked and under-appreciated. As an established Certified Financial Planner in RI, Christina Gatteri, CFP offers virtual financial planning services to clients in RI, CT, MA, NY, NH, and all of New England.

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Ms. Korb is the liaison between Medicare and Medicaid, resolving disputes, preparing applications and investigating benefits. Additionally she collaborates with a multitude of agencies for homecare needs and assessments, provides guidance and recommendations for current and future living situations as well as individual and family mediation. With her extensive knowledge of health, psychology, human development, disability regulations, medical and psychological issues, and public and private resources, she relentlessly advocates for clients throughout the continuum of care. Questions regarding the appropriateness of nursing home and assisted living placement, supports for seniors wishing to stay at home, concerns from family members who live out of state and are uncertain about the safety of their parent or friend, Ms. Korb can provide the support and objectivity needed to make the best decision.