Over the past 15 years, my financial advisor / client relationship with Francine Dick has grown into a friendship.

I’ve always been impressed with her genuine care and concern for her clients. She has an ability to share and explain investment information, and takes time to educate and advise in an easy-going but professional manner, whether it’s one-on-one or with a group.

Francine is always available to answer questions or have a friendly consultation. She’s knowledgeable, honest and trustworthy.

Thank you, Francine, for all that you do.

I often think with gratitude about you when I read the book, Where The Wild Things Are, which you gave as a gift to my children. You go above and beyond, even when my net worth as your client is not yet high. Thank you.

As Financial Planner, Francine has been an invaluable asset in my retirement planning and the monitoring and adjustment of my investments. Realistic and supportive, she has helped to provide me with precise guidelines to carry me through this period of my life.

Francine delivers superlative advice and service. She listens to your current concerns and future goals and then helps you to map out a financial plan that addresses both. She's always contact with you when there are changes to the economy and/or life events - making sure your financial roadmap adjusts with each significant event. I highly recommend Francine to people who are looking for a truly trusted advisor for helping them manage their money wisely and effectively.

Francine has been helping me with my finances for the last few years, and I've never felt more confident and comfortable with the way my money has been handled. I trust her recommendations wholeheartedly, never feel rushed to make a decision - and most importantly - I have received excellent results from the investments made. Yet, Francine's clearly more than a financial planner. She has provided me with sound, prescient advice about achieving larger life goals - by helping me look beyond the money. Thanks Francine, for helping to keep the future bright!

Francine Dick has been my financial advisor for over 15 years and I would recommend her services wholeheartedly. Francine is extremely reliable, honest and advises her clients as to what they really need, so that their investments will always be in safe and ethical hands. I’ve recommended Francine to many of my colleagues who are recently retired or who are in need of an approachable, caring financial advocate. If I had to compose a logo for her, this is what it would be: Francine, with CARTE, will give your dollars a safe haven.