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We’re taught, as we grow up and mature, that a financial plan for our future, saving money, retirement - that all these things are important - but they seem so far off when we’re just starting out.
Keli Hazel & Associates has a passion for helping young couples navigate the steps towards creating a financially secure family goal - one that couples can follow through to set their chosen family on the positive course towards financial sustainability and confidence in your investments.
Our firm is so much more than an asset management financial planner. Although we certainly do that too, we understand what “we don’t have much right now” means and looks like. We help you establish a healthy relationship with your finances, and we know that requires a deeper understanding of them.
We know first hand what it’s like to juggle multiple priorities - advance your career, buy the house, save for your future, advocate for yourself at work, raise financially empowered kids, launch the business - It is our goal to develop a long-term financial well-being for you. If you’re looking to organize, gain confidence and build security in your financial life, Keli Hazel & Associates is here to help!