About Us | Finance Saving Goals

Our Story

Built around one simple idea: goals get reached

Finance Saving Goals was founded by financial professionals who saw that people succeed when their savings have a clear purpose and a steady plan.

Our savings, lending, investment, tax and insurance specialists work as one team. Your advisor helps you name your goals, set realistic timelines, compare options across trusted providers and stay on track — whether you're building an emergency fund, buying a home or planning retirement.

Specialists across six financial services
Relationships with trusted lenders and carriers
In-office, phone and video meetings

One team, every goal

Our Mission

To help every client set meaningful savings goals and reach them with clear plans, honest advice and steady support.

Our Vision

A Kenai Peninsula community where every household feels prepared, confident and in control of its financial future.

Our Values

What guides us

IntegrityAdvice given only in your best interest.

ClarityPlain language and transparent costs.

CommunityProudly serving our neighbors.

CommitmentSupport from first goal to the next.

Client Stories

Goals reached, stories shared

Real experiences from neighbors who set a goal and saw it through.

Finance Saving Goals helped us set a clear target for our first home. Seeing our progress each month kept us motivated until the day we got the keys.

Heather Collins

They helped me consolidate my credit cards and redirect the savings into an emergency fund. I finally feel prepared for surprises.

Dustin Reeves

Our advisor matched each goal to the right account — retirement, college and a new truck. Everything finally feels organized.

Megan Turner

Friendly, local and honest. They reviewed our insurance and tax situation so more of our paycheck goes toward what matters.

Caleb Jennings

Let's Get Started

Let's reach your next goal together.

Visit our Soldotna office, call or book online — your first consultation is free.