Our Mission & Commitment
At Savvy Duo Financial Planning, we believe that money is only a tool to help us accomplish our life goals. However, for many of us, money can stir up emotions and even cause turmoil in our relationships. Our mission is to help our clients simplify their financial lives so they can save for tomorrow while enjoying today.
Our flat fee financial planning packages can help you
tackle topics such as creating a budget, building an investment strategy, saving for a child’s education, or planning for retirement.
We don’t sell products, and we never earn a commission. We act as your money coach and financial planner, providing you the objective guidance and advice you need to reach your financial goals.
President & Financial Planner
Ann Arceo, AAMS® began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas. The firm catered to high net worth individuals. Ann worked with the firm’s President to train the financial planners. She developed a new method of training to help the advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.
She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients.
Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria, and she is currently working towards earning her CERTIFIED FINANCIAL PLANNER ™ designation. Ann lives with her husband and daughter in Vail, Colorado. They enjoy spending time with friends, hiking and of course planning their financial future together!