Financial Planning

PERSONALIZED

Tammy Goodman Financial, LLC is an independent financial advisory firm providing financial planning, consulting services, and investment management, focused on career-focused professionals. 

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. 

 

Our core offering is an ongoing financial planning relationship.  Investment management services are available, but not a prerequisite to 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. 

Tammy Goodman-11.jpg

MEET YOUR ADVISOR

Tammy Goodman, CFP®, MBA, CECP

is an enthusiastic financial planner with a passion for helping others with personal finance.  

Thanks to technology that has made so many things geographically agnostic, I work with clients virtually (be warned, I have a habit of telling time in the East Coast time zone!). 

CONNECT WITH TAMMY

PROFESSIONAL AFFILIATIONS

napfa-logo.png
cfp_logo_solidgold_outline_vert.jpg
XYPN-banner-2019_1000x200-300x60.png
FPA-Logo-Reversed_w-Text.jpg
ColorLarge1000x240.png