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.