Edward Jones

Skyler McCurine's Practice offers a trauma-informed, human-centered comprehensive financial planning. Clients usually knock on my door for two reasons: 1) They are ready to change advisors because they are not having their needs met and need a different human being who sees them on a deeper level understanding the nuances / intersections of their identity, independence, individual financial complexities, 2) A activating event brought them to it (a loss of a loved one, sale / loss of a home, divorce, complexities of a new partnership, caregiving alone, being fired from a job, etc) My clients and I sit on the same side of the table, alleviating their overwhelm in investing, planning and quite frankly, the procrastination in confronting what can feel like a daunting list of to-dos when trying to take care of their finances. Rollovers, Retirement Planning, High Yield Savings, Having Conversations around talking with parents / children around aging and death,

Finance is one of the most emotional components of one's life. When a Financial Advisor can hold clients by their feet, re-rooting them to their own ground, at times lovingly disagreeing with them, and hold them accountable you are able to undo/ rewrite generational patterns around money. My practice has enabled clients to accomplish what they once believed was impossible: retire early, retire at all, discover assets they forgot, purchase property, create breathe and space in their marriage, ensure their families now know what aging and dying with dignity on their terms means and where their assets are... among many other things. Albert Einstein once said "Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it," -- It is time, far past the time that the earning of that interest be spread like butter on toast --filling in every gap, crevice and corner so that everyone receives its reward, not just those who have all of the bread.

There is no faster pathway to accessing another's humanity than story. That is my specialty. I listen to what my clients are saying and also, what they are not saying; to their story. Money carries a lot with it -- whether we grew up in a household where it was always a source of stress/terror or it was never discussed but we could tell when there was financial tension, we carry the stories of money with us and when we are working on investing, it's not just a portfolio we are talking about but a comprehensive and somewhat forensic examination into your accounts and history and it's beneficial it is in your best interest to choose the professional you feel safe with to learn/hear/see the entirety of the story that creates your financial picture, if you withhold, they cannot properly design for you. You need someone where your full self is welcome. My office is designed, that from the moment you walk in and see our elders hanging on the wall, to the art, poetry, questions asked, to show you ALL OF YOU IS WELCOME HERE. You will not meet another advisor like me. There is no other space like ours. Because there is no one else like you. You belong here. In a world designed to say there is only "One kind of person", "two kinds of genders", "one kind of advisor", "one kind of female archetype", "one option for a presidential candidate", "one way to navigate international politics" --- Nicholas and I aim to show there is fluidity, there is grace, there is mercy, there is expression and as one of my Senior clients said "I never thought that such a laborious process such as dealing with all of these external companies (401k rollovers and annuities giving them the run-a-round for YEARS) this could actually be, well fun". So let's discuss your dream, and plan how to approach it one next right step at a time. Unique strategies to combat debt, no longer leaving money on the table in various places, having hard conversations and starting with your story. My first question is, tell me about a time you really wanted something and you made it happen?