Business Description
Founded in 2002 by Jim Ludwick, CFP?, in Odenton, Maryland, we rapidly expanded to become one of the most recognized planning firms in the country due to the public's interest in accessing fee-only advice on an on-going basis. Jim turned over the ownership reins to Anna Sergunina, CFP?, in 2014. Clients appreciate our unique process of listening to their specific concerns and finding innovative solutions that often include habit modification to help them achieve their financial goals. Our low-pressure communication style and view on the importance of lifelong learning brings delight to the thousands of clients we've coached throughout the years. 
