Tammy Goodman (CFP®, MBA)

Tammy Goodman focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Insurance Related Issues
  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

  • Executive Compensation
  • Nonqualified Deferred Compensation
  • Supplemental Retirement Programs
  • Benefit Restoration Plans
  • Equity Compensation
  • Short-term and Long-term Incentive Compensation
  • Executive Life Insurance Arrangements
  • Employment Agreements / Severance Agreements
  • Executive Officer Public-company Disclosures

Additional Information

Over 20 years of my career has involved working with financial programs for executives and high net worth individuals in different capacities and environments.  I have been labeled an ace in the executive compensation arena, having spent many years at public companies in different capacities in the development, execution and administration of executive compensation and benefit programs.  My days have been filled with uncountable consultations about how equity awards work, and translating the ins and outs of nonqualified benefits (like deferred compensation and supplemental retirement programs), and helping departing executives navigate the complexities of their company benefits following employment terminations.  I understand how the abstract concepts of an employer’s executive compensation programs actually translate into “in your wallet” outcomes. 

My background also includes extensive experience with life insurance, serving clients in the analysis and service of custom-designed life insurance policies. 

I have also dedicated time volunteering as a financial mentor, assisting young women set priorities, identify spending patterns and tackle consumer debt. 

?Because of my passion to for helping others with personal finance, I established Tammy Goodman Financial, LLC, to offer financial planning services complimented by the uncommon knowledge of unique benefit programs.  

NAPFA Start Date

January 24, 2020


This Office

Schedule an Intro Call on firm's website Planning meetings held virtually (Teams) Charlotte, NC 28209 Phone: (704) 905-7950