Meghan Lape (AFC, CFP®, EA)
Meghan Lape focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Divorce Planning
- ExPat and Cross Border Issues
- Federal Employees
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Cash Flow/Budgets/Credit Issues
- Divorce Planning
- ExPat and Cross Border Issues
- Federal Employees
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
Planning Specialties
My biggest challenge has been that those who need my services usually can't afford my services.
So though our firm provides robust ESG and socially responsible financial planning, it isn't our most popular service.
Our most successful work has been with financial wellness as an employee benefit.
By proving to businesses that financial wellness has a high return on investment, while also helping them reach their sustainable development goals, everyone in the company wins.
Additional Information
Follow me on LinkedIn for financial insights! https://www.linkedin.com/in/meghanlape/
NAPFA Start Date
April 10, 2020