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Understanding Today's Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

HOW WE WORK

We seek long-term relationships that extend for generations, and to make long-term impacts in our clients’ lives and, through them, their communities.

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From estate planning to taxes, our resources page provides detailed information and advice for steps to consider during financial planning.

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Our time-tested process starts with a complimentary meeting where we sit down to begin discussing your financial plans. This is just the beginning of our relationship.

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Who We Are

Welcome to CovingtonAlsina, a local financial planning firm opened with the mission to assist their clients, particularly women, in every aspect of their financial lives with a new approach. One based on education, compassion, and an ongoing relationship.

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Listen to our Monday Money Report podcast.

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.