It has been so helpful to work with
It has been so helpful to work with Jori at Guzhuna Financial these past couple of months! When my husband and I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand (HSAs, Roth IRAS, Traditional IRAS, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Jori and are so grateful for his knowledge and guidance. Jori has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Guzhuna Financial if you are looking for solid guidance around your finances.
By Debbie