What people are saying..

If you are looking for a financial planner who genuinely cares about the client, as well as being incredibly knowledgeable about all things money-related, you MUST choose April Caldwell! When I retired after 20 years of military service, she was the one who educated me about managing my retirement, helped with all my service-earned benefits (including helping me receive an additional $30,000 in education benefits I didn't even know I was eligible for!) and more. She's helped me set up my estate to ensure my special needs son will never be without adequate care, taught me about insurance and investing, and helped to re-arrange my budget significantly when I unexpectedly lost a job. Through each and every stage in my journey, she's been there to help me navigate the financial side of life! More than just my financial planner, she's become a trusted friend and mentor.

-Kim Bynum, Mom, Wife, Veteran, Leader. Mentor. Change Agent.

April is a super knowledgeable, passionate professional. She helped me with my financial investments and I feel much more confident about my funds and how they will do over time. April is able to communicate the information in a way that makes sense and is not overwhelming or intimidating. April is passionate about empowering women to educate themselves about financial wellness and to make informed decisions about their financial futures.

- Stephanie Lincoln. Fitness Instructor and Eating Psychology Specialist

Several years ago, I met April at a financial education workshop that she hosted.  I was seeking direction with financial planning, but did not know how or where to start.  I wanted someone I could trust to manage my money and watch out for my best interests.  Talking with her put me completely at ease about sharing my lack of knowledge and my need for financial planning.  I found her to be trustworthy, knowledgeable and eager to show me how to protect my future.  And she communicated the information so that I could understand.  

I have been a client of April’s since 2015 and have seen how she has helped my money grow.  I have the confidence that my family and I are protected.   

I believe April cares about me in other ways, as well, as she includes me in other opportunities that she believes will benefit me.   I wholeheartedly recommend April for helping with your financial planning.

- Shari Andrews. Hospital Administrator, Married, Mom of 2. 

Personal CFO