Kathryn G. says, "I found Bobby on Thumbtack as a potential referral to a family member in need of basic budgeting, planning and saving. They were going back down a bad financial hole. I contacted several individuals and Bobby responded in such a way that displayed a very high level of professionalism, knowledge, eagerness to help and best of all, when interviewed by the family member - they clicked. Today, they are working together and I sense that our family member is so very pleased to have someone to help, advise, coach and plan for every day spending, emergency funds and a goal of retirement in 20 years. Baby steps towards financial freedom start with understanding and a plan! Thanks Bobby!"See more