Tammy Goodman Financial, LLC provides a client-tailored approach to a variety of clients seeking advice or improvement of personal finances.
ARE YOU A POTENTIAL CLIENT?
EXECUTIVES WITH COMPLEX
Navigating the complexities of your compensation package is challenging. Benefit from the unique, hands-on experience of an executive compensation practitioner to fully comprehend the technical complexities of your employer-provided programs, whether it’s equity compensation, nonqualified deferral opportunities, or supplemental benefits. Let’s understand it together.
EXECUTIVES WITH COMPLEX
IN CAREER GROWTH MODE
Knowing from experience, when you’re face-down in your work, it’s sometimes hard to come up for air and articulate your financial goals. The best advice is to start good habits now. Don’t wait until later!
INDIVIDUALS NAVIGATING THE JOURNEY OF LIFE
Wondering if you’re on track? You feel like you’re headed in the right direction with your financial situation and the choices you have made. Everything seems to be in order, from what you can tell. Would you like to get objective advice?
Seeking guidance on a particular topic? You may benefit from one-time consulting on a specific area causing you curiosity or concern, perhaps cash flow strategies, evaluating competing job offers, or modeling retirement scenarios. What’s on your mind?
Facing significant changes? You are at a crossroads, overcoming divorce, death of a loved one, or wrapping your head around an inheritance. Would you like some guidance plotting your course?
Simply overwhelmed by your finances? You don’t feel like you’ve got it all together. Are you questioning if you’ll ever see retirement, struggling to climb out of debt, or working on adulthood? Do you want partner with someone to help you tackle it?
HOW WE WORK TOGETHER
Tammy Goodman Financial, LLC provides personalized financial planning and investment management services for long-term clients over an extended period of time, helping clients navigate throughout their financial life journey and achieve their goals. Financial planning engagements without investment management are also provided, in either a project-based or long-term format.
Services are geographically agnostic, and while Tammy enjoys serving clients in the Charlotte area, virtual meetings and technology eliminate location barriers.