We're passionate about helping you plan for your financial future.

When you work with our team, we help guide you by creating a plan that is personalized to you, your goals and is centered around your values. The plans we design encompass all areas of your financial life including cashflow, insurance, investments, tax planning, retirement planning, estate planning, and charitable giving. You tell us your goals, then we give you a roadmap and serve as your GPS along the way.

Whether you are looking for guidance on a specific issue, advice on how to retire successfully, or financial clarity through a divorce, our team is ready to help.

As a Certified Divorce Financial Analyst, Vicki Lilley is skilled in analyzing and providing expertise related to the financial issues of divorce. When life changes, it creates uncertainty and fear which makes is hard to move forward. You need to take care of yourself and your family and that involves many factors – these can be emotional, physical, spiritual and financial. When you don’t know what tomorrow looks like, I am here to guide you with expert advice and understanding.


To schedule a no-obligation introductory meeting, fill out the contact form below and someone from our office will be in touch.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

A photo of our office

Perkasie Office



By appointment