Tammy Goodman Financial, LLC
I am an enthusiastic solo financial planner with passion for helping others with personal finance. I offer a collaborative, mentorship-style approach to financial guidance, and holistically weave together multiple areas of personal finances, including employer compensation and benefits as key elements of the financial picture.
My typical clients are mid-career professionals, and rising executives (particularly those with public-company executive compensation programs). I enjoy working with clients who prioritize sound judgment and resilience.
Our planning is delivered in a series of meetings. We tackle topics at each one. We’ll work together in an ongoing collaboration that lead to making well-informed, mindful decisions, along the path of progress.
Financial planning engagements are structured with flat annual fees, and are not tied to investment accounts under management.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.