Financial Planning and Wealth Strategies
While we serve a diverse population, our practice specializes in retirement planning for busy professionals and the LGBTQ community.
Virtual Planning, Crafted with Care
We make things easy by consolidating and organizing all your financial information.
Take advantage of our simple process:
- Engage with a professional that has a fiduciary duty to put your needs first
- Gain a better understanding of how to protect your income, assets and choices
- Compare options for saving in volatile markets while avoiding common mistakes
- Have control over what you are paying in fees and taxes

Retirement Planning
- Are you saving enough to allow you to retire when you want and with the lifestyle you'd like?
- Have you optimized your investments?
- Does your employer offer Equity Compensation and you don't know how to best utilize it?
- Do you want to balance a desire for growth with the need for reliable income during retirement?
- Will you outlast your savings? Can you weather the storm?
Together we can build a financial plan that will guide you in making decisions with confidence and get you on track towards the retirement of your dreams.

Investment and Wealth Management
- Have you done well with accumulating wealth and now need to make the most of it?
- Do you know your risk tolerance and how to balance that with your desired or needed level of expected return?
- Are you interested in learning more about investing with your values in mind?
- Maybe you just don’t want to manage your money by yourself anymore and would like help from an experienced investment advisor.
We help investors diversify, accumulate, and spend their hard-earned savings with strategies that align with their personal circumstances.

Modern Family Financial Planning
- How do you plan to provide for children from a previous relationship?
- Do you know the differences in retirement and aging faced by members of the LGBTQ community?
- Does a modern family structure cause anxiety when working with financial professionals, but you still want help in protecting your future and your loved ones?
- We specialize in serving the unique needs of LGBTQ & blended families.
Want to know what some of our clients are saying about working with us? Click below.
Meet Our Licensed Advisors
Karen Melo Ticas, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
To schedule an appointment with Karen, visit https://calendly.com/planningforgood.
Kristen Heller, CSRIC®
Financial Advisor
To schedule an appointment with Kristen, visit https://calendly.com/planningforgood-kristen.
Book a complimentary initial consultation.
You'll meet virtually with a member of our team to learn more about our services and tell us what you're trying to accomplish.
Diversity and Inclusion Commitment
We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.
Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.
We look forward to collaborating with you!