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Personalized Planning Expertise Transparency We Bring Financial Speak Down to Earth

Your Planners

Rachel E. Lauber, CFP®  and Nancy Flint-Budde,CFP®  offer sound advice and independent judgment to help individuals and families achieve their personal financial goals.

Technology and information are only small parts of the service we provide. Building the one-on-one relationship that allows us to assess your financial goals is the most important part of what we do. 

Please do not hesitate to call us whenever you have questions, concerns, or financial planning needs at 518-383-3581 in Clifton Park or 518-854-3598 in Salem.

We seek clients, not customers. Each plan, like each client, is unique.

We deliver personal, high-quality services that lead to long-term relationships with our clients.

Nancy Flint-Budde, CFP®

Rachel E. Lauber, CFP®

Caryn Kennedy, Paraplanner

We believe...

...Financial Planning is a long-term relationship between a valued client and a trusted advisor.


Salem Office

Clifton Park Office