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MEET TAMMY

Tammy Goodman, CFP®, MBA, CECP

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​Hello!

 

I am an enthusiastic financial planner with passion for helping others with personal finance. Consider me a financial savviness ambassador, delivering financial guidance in an undaunting, collaborative, mentorship-style approach.  I believe in faithfully focusing on core, fundamental concepts, and avoid getting bogged down in trends and ideas that seem too-good-to-be-true.  I enjoy working with clients who prioritize sound judgment and resilience.  

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​Before evolving into my current role, over 20 years of my career involved specializing in different aspects of financial programs for executives and ultra high net worth individuals – many of these years were in the rigorous corporate world, focused on developing, implementing, and administering executive compensation and benefits programs at large publicly-traded (stock owned) companies.  After a long chapter down in the trenches focused on how and how much people are paid, I’ve adjusted emphasis to the true heart of the money matter: habits, mindset and discipline play a critical role in cultivating financial security and success.  

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Together, let’s walk the path to learn, grow and love your financial situation.  

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​Regards, 

Tammy

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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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