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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?

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EXECUTIVES WITH COMPLEX

COMPENSATION ARRANGEMENTS

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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

COMPENSATION ARRANGEMENTS

PROFESSIONALS

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! 

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INDIVIDUALS NAVIGATING THE JOURNEY OF LIFE

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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.

WOULD YOU LIKE AN INTRODUCTION?

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Tammy Goodman Financial, LLC  |  P.O. Box 12752, Charlotte, NC 28220 

Disclaimers

Tammy Goodman Financial, LLC (“TGF”) is a registered investment advisor offering advisory services in the State(s) of North Carolina and South Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TGF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Tammy Goodman Financial, LLC, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Disclosures

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