Financial Planning

PERSONALIZED

Tammy Goodman Financial, LLC offers independent, fee-only, financial planning and consulting, serving clients in the Charlotte area and beyond. 

OUR APPROACH

As a planning-centric firm, we believe that long-term financial success is based on many other decisions beyond just investment choices.  We focus on the full picture. A comprehensive financial planning approach involves the detailed review and analysis of all facets, such as cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning. 

COMPREHENSIVE

FEE-ONLY STRUCTURE

We offer financial planning on a fee-only basis.  That means we provide advice that is in the best interest of our 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.

 

Financial planning and guidance is available, regardless of level of income, net worth, or investment value.

PERSONALIZED SERVICE

Our financial planning is highly personalized. This is achieved by reviewing all aspects of financials, providing guidance and education, and helping clients execute and stay on track with financial goals over the course of long-term relationships.  

Depending on the services provided, our engagement could be based on fixed project fees, hourly fees, or ongoing engagement. 

FIDUCIARY

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

MEET YOUR ADVISOR

Tammy Goodman, CFP®, MBA, CECP

Tammy Goodman Financial, LLC offers independent financial planning and consulting, serving clients in the Charlotte area and beyond. 

Tammy Goodman Financial, LLC provides a client-tailored approach to a variety of clients seeking advice or improvement of personal finances.  

DO ANY OF THESE SOUND LIKE YOU?

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PROFESSIONAL AFFILIATIONS

Tammy Goodman Financial, LLC  |  P.O. Box 12752, Charlotte, NC 28209  |  704.905.7950  |  tammy@tammygoodmanfinancial.com

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