Padden Financial Planning, LLC

Sheila founded Padden Financial Planning LLC to provide comprehensive, fee-only financial planning for individuals and families. Focused on the big picture, Sheila puts the pieces of the puzzle together to define goals, optimize investments, minimize taxes, and create a roadmap for reaching goals and financial independence. As a fee-only fiduciary, Sheila accepts no commissions or referral fees - ever. As a CPA for over 25 years, Sheila brings a long history of integrity, quality and value. Sheila is a Certified Financial Planner™ Certificant, and a NAPFA-Registered Financial Advisor.

Sheila Padden provides holistic financial planning as a process, not an event. We focus on your goals, integrate all areas of your financial life, recognize how your beliefs and attitudes impact the financial decisions you make, and make adjustments as your circumstances change. Your goals and values are the foundation on which your personal financial plan is built. Everything else is coordinated so that you can achieve your goals. Your financial plan will include insurance review, estate planning review, tax planning and preparation, investment allocation and implementation, retirement planning, cash flow planning, education funding, small business planning, and on-going consultation.