Financial Planning

PERSONALIZED

Guiding working professionals, executives and newbies alike, in their path to making the most of it.

OUR APPROACH

Financial planning is not a synonym for investment selection – it includes many facets of financial life, such as cash flow, savings strategies, investment management, compensation and benefits optimization, tax savviness, risk management, and legacy planning. All of these areas play a role in long-term financial success, and connecting the dots is key.

PLANNING CENTRIC

PERSONALIZED SERVICE

Good financial advice goes beyond the Rules of Thumb, and is not one-size-fits-all. A true financial plan is not a one-time deliverable; it’s not a giant stack of documents and spreadsheets to go through. Financial planning is an ongoing process that helps you make well-informed, mindful decisions throughout your life. Your planning is delivered in a series of collaborative meetings. We tackle topics at each one and make progress with each meeting.

FEE-ONLY STRUCTURE

“Fee-Only” financial planners provide services to clients without any influence or obligation to promote specific products or services. In other words, we do not receive sales commissions or incentives for financial products. This means we provide advice that is in the best interest of our clients.

My business delivers engagements structured as projects and ongoing engagements. Investment management services are available, but not a prerequisite to doing working together. Financial planning and guidance are available, regardless of the level of income, net worth, or investment value.

FIDUCIARY

Tammy Goodman Financial, LLC is a Registered Investment Advisor and Tammy Goodman is a CERTIFIED FINANCIAL PLANNER™ - at BOTH levels, bound to act as a fiduciary, always acting in the best interests of clients. AT ALL TIMES. Period.