August 2008
Bob Burg and John David Mann, authors of The Go-Giver, A Little Story About a Powerful Business Idea use Our Financial Concierge as an example.  Read their blog, "Incentive to Go-Give Is Personal," to learn more.

If you haven't picked up The Go-Giver, you must.  It is a terrific story about a young man working hard to be successful in a world very similar to our own.  He meets a gentleman who teaches him the "Five Laws of Stratospheric Success."  These are Laws we should all live by.  Sit down for a few hours and enjoy this wonderfully written story.  You won't be disappointed! 

May 2008
As a small business owner, I know the importance of staying organized and keeping track of projects.  However, on the personal side, I had piles of "whenever I get to it" financial projects that kept growing in my home office.  Becci has not only eliminated those piles, but my stress!  I'm committed to having her keep my financial records current, without piles and stress.  She is a true life-saver.Michele Matt, CSP - Certified Speaking Professional

April 2008
My wife, Sandra, and I have enjoyed a long-term working relationship with Becci Hall, which has included working through the original financial arrangements for our first home mortgage in Des Moines five years ago.  And, more recently, she helped us with the creative financing that made it possible for us to purchase a waterfront condominium and pontoon boat at Lake Okoboji.

I am excited for Becci in her new venture with Our Financial Concierge and I anticipate she will be hugely successful for several reasons.  Becci listens carefully to her clients and can quickly match the needs of a situation to a well-orchestrated, operational plan.  I've always felt that Becci puts her client's interests first and foremost in her priorities and decision making.  She is well informed and connected to those "in the know." Becci is also very creative, and follows through well with assignments and within agreed-upon time frames.  Her logic is clear and easy to follow.  Finally, Becci's personal friendship is genuine and has become a very meaningful part of our working relationship.

Since Becci started Our Financial Concierge, I have worked with her as part of her new services.  She has helped me develop the best possible plan for refinancing my condominium to take advantage of falling interest rates.  And, she worked to independently leverage the "best deal" without encumbrance from any particular company or product-line obligations she might otherwise be tied to.  She has helped us develop a plan to build additional equity in our property holdings in the near term, and is now helping us review and reprioritize our life, disability and other insurance needs.

I am happy to recommend Becci Hall as a caring, dedicated, creative and effective independent financial resource and as a personal friend to those who can benefit from objective financial counseling from someone dedicated to putting your interests first. Bob Rondinelli, MD