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Call Me: (980) 505-7048


Heather Budgick

Heather Budgick


I want to help take the day-to-day financial stress out of your life by making sure your personal finances are in order and by doing the things that you don’t have time for or that you don’t want to do. By examining your pain points, we’ll come up with a plan, implement the plan, and then we’ll discuss the results. 
You can count on the work getting done in a timely, proactive, and organized way. You’ll get someone who cares about your financial success, and you’ll have more time to spend on the things that matter most to you.  
I have over 15 years of experience working in the financial services industry within the retirement planning field. My previous work experience makes me especially qualified to help seniors, busy professionals, those going through life changes such as divorce or the loss of a spouse, frequent travelers, and those caring for their children as well as their parents. We will work together to achieve your financial goals while building a relationship of trust and respect.
I am a graduate of Catawba College in Salisbury, NC with a Bachelor of Business Administration degree.
Some of my favorite things to do are cooking (and eating good food!), reading, traveling, watching my 3 boys play soccer, and spending time with my husband and extended family.

How I Can Help You?