Welcome We are a unique fee-based Financial Planning practice, focused on the needs of individuals and families, who are planning for a safe and comfortable retirement and giving the gift of a college education to their children. We are positioned with our clients as their “financial partner” in important decisions in money as well as life. Our clients are smart, busy professionals with little time to spare and retain us primarily to keep them on track and moving forward on their ever changing financial goals while leaving time to focus on their careers and families. We welcome you to explore our practice further. To view or register for upcoming events, click here. Home | Elaina C. Serotte, CAS, CFS. All Rights Reserved. | Site by Ailish Design