I hired Mary to help me evaluate my financial situation as well as my adviser. I couldn't have been more pleased with the advice I received from Mary.… She was able to bring an unbiased view of my portfolio (as she is not associated with any of the big firms) and give me financial tips I should be considering. My sessions with Mary resulted in a much better relationship with my current adviser: I’m now able to ask the right questions and challenge him on things I would have never questioned before. I highly recommend Mary. She is a great listener, very responsive, and can simply explain "financial stuff" I have never really understood before.
Mid-career business executive
Mary is super-knowledgeable and does a wonderful job “de-mystifying” financial matters! We began working with Mary after we received an inheritance that we wanted to handle responsibly. Mary asked all the right questions to help us figure out our “big picture” goals and to identify the practical steps that would allow us to achieve them. Over the course of our sessions with Mary, we acquired information and tools we will use for the rest of our lives. We went from feeling a bit lost and overwhelmed to knowing we are capable of making good decisions about our money!
Mid-career couple
I knew I should be doing more with my money, but I felt overwhelmed by the possibilities and wasn’t sure who I could trust. Mary was a godsend… she had a methodical approach and was a great communicator. Mary explained my options to me, made sure I understood and was unfailingly patient. She helped me make moves that ensured my money was allocated properly and doing more for me. I gained confidence about my current and future financial status and have Mary to thank. I highly recommend her services.
Early-career professional
Ms. Mary Go is a Booth-trained MBA who has taken her considerable financial and organizational acumen from the Boardroom to assist individuals with budgeting and financial planning. She has described herself as an expert in “decluttering your financial life.” She is skilled, insightful, and has a wry sense of humor. She assisted me with specialized planning around a major life event. Her planning was rigorous, punctual and insightful. She is highly recommended.
Business executive
Mary is a wonderful Coach! Her financial background allows her to give you the right information for your situation. However, it really is her talent for listening and then formulating a plan that is specific to your needs where she really shines. Her conversational approach and use of appropriate questions for my situation provided the guidance, time to reflect and also that little extra push to help me achieve my goals.
Mid-career professional
Mary takes the time to understand your story, circumstances and desired outcomes. Then she creates a customized, strategic approach that fits not only your goals and schedule, but also your individual characteristics. Her attention to detail, follow through and care has been exceptional and has made a significant impact on our lives.
Business executive