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(877) 568-7526
team@planningforgood.co
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Book a complimentary initial consultation to learn if we're a good fit.

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. 


Our Team

While our clients generally work with one primary advisor, we humbly acknowledge that none of us alone can get it all done, all the time, and also do it best. “It” being all the things. The data, tech, advice, servicing, updates, etc. We also want to be ready when a teammate is unavailable.

Serving our clients is a team effort and we want the right person to reach out to you in a timely manner. Find our details below.

Karen Melo Ticas, CFP®

Karen Melo Ticas, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 568-7526

Kristen Heller, CSRIC®

Kristen Heller, CSRIC®

Financial Advisor

(833) 564-7526

Stacie Potts, FPQP®

Stacie Potts, FPQP®

Paraplanner

(877) 568-7526

Susan Souin

Susan Souin

Client Care Admin

(877) 568-7526

<b>Client Care Commitment</b>

Client Care Commitment

Our team and our clients are top priority. 

So that we can provide excellent service, please note the best ways to reach us for the quickest response:

1)  The best way to reach us is by email at team@planningforgood.co. 

2)  Alternatively, call (877)568-7526 / (877) KMT-PLAN between 9AM and 5PM, Monday through Friday.

3)  To schedule time with us, please visit https://calendly.com/planningforgood

Our team will respond to messages as soon as we can, but please allow 3 business days for the appropriate teammate to get back to you.

We respect personal time with family on nights and weekends, apart from designated weeknights. We'll make every effort to accommodate special requests when possible. 

DOWNLOAD OUR TEAM'S CONTACT CARD HERE! 


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