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journey of financial success.
SERVING MID-CAREER PROFESSIONALS ON THEIR
Tammy Goodman Financial, LLC is an independent firm providing a collaborative, mentorship-style approach to financial guidance, holistically weaving together all of the elements of personal finances, in a fixed-fee format.
OUR APPROACH
Financial planning is not a synonym for investment selection – it integrates many facets of financial life, such as cash flow, savings strategies, compensation and benefits optimization, tax savviness and risk management. All of these areas play a role in long-term financial success, and connecting the dots is key.
PLANNING CENTRIC
COLLABORATIVE
Our planning is delivered in a series of meetings. We tackle topics at each one and make progress with each meeting. We’ll work together in an ongoing collaboration that helps you make well-informed, mindful decisions to align you on the path of progress.
FIDUCIARY
Tammy Goodman Financial, LLC is a Registered Investment Advisor and Tammy Goodman is a CERTIFIED FINANCIAL PLANNER™ - at BOTH levels, bound to act as a fiduciary, always acting in the best interests of clients. At All Times.
HELPING CLIENTS SHAPE THEIR FINANCIAL LIVES
Do any of these sound like you?
Thanks to technology that has made so many things geographically agnostic, I work with clients virtually (be warned, I have a habit of telling time in the East Coast time zone!).
PROFESSIONAL AFFILIATIONS
