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A Local Approach

A Local Approach

Founded by Deborah J Trouw, CFP® in 2007

Your Journey

No matter where you are on your life adventure, we can help guide you to where you want to be.

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The Women's Connection

We are passionate about helping other women feel empowered and in control of their finances.

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Our Community

We pride ourselves on being involved in and giving back to our community of Santa Fe.

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