journey of financial success.
SERVING MID-CAREER PROFESSIONALS ON THEIR
Tammy Goodman Financial, LLC is an independent firm providing a collaborative, mentorship-style approach to financial guidance, holistically weaving together all of the elements of personal finances, in a fixed-fee format.
Financial planning is not a synonym for investment selection – it integrates many facets of financial life, such as cash flow, savings strategies, compensation and benefits optimization, tax savviness and risk management. All of these areas play a role in long-term financial success, and connecting the dots is key.
Our planning is delivered in a series of meetings. We tackle topics at each one and make progress with each meeting. We’ll work together in an ongoing collaboration that helps you make well-informed, mindful decisions to align you on the path of progress.
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.
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!).