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How to Get Started

Are you curious to know if your needs and my services align? 
Let’s set up time to chat. We can explore if working together would be beneficial.   

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Here’s what you can expect. 

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First, we’ll start with an introduction call to get acquainted, learn more about each other, and decide if we’ll explore a financial planning engagement.  

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If we agree we may be a good fit, we’ll plan a more detailed conversation to further explore your financial planning needs, while covering our financial planning process and philosophy. 

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​Starting the financial planning journey is a commitment of time and attention.  To honor the commitment to service and quality for our existing clients, we limit openings for new client engagements. Our next new client engagements will begin later in the year, as scheduling capacity permits. 

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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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