Get In Touch
Karen Melo Ticas, CFP®, RICP®
CERTIFIED FINANCIAL PLANNER™ Professional
To schedule an appointment to meet with Karen, visit https://calendly.com/planningforgood
Download my contact card HERE.
Stacie Nunes
Client Care Admin. Associate
Stacie ensures that our clients receive prompt attention. Whether you’re just getting started with us, completing a
product/service application, updating information or scheduling an appointment, Stacie is here to assist.
Download her contact card HERE.
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.
2) Alternatively, or for urgent matters, call (877)568-7526 / (877) KMT-PLAN between 9AM and 5PM, Monday through Friday.
3) To schedule time with Karen, please visit https://calendly.com/planningforgood
Our team will respond to messages as soon as we can; by the end of the next business day at the latest.
As I encourage all my clients to do, I respect personal time with my family on nights and weekends, apart from designated weeknights. I’ll make every effort to accommodate special requests when possible.
PROVIDING INFORMATION SECURELY
If you are set up with a Personal Financial View (PFV) client website, please provided updated documents by uploading them into the SHARED DOCUMENTS folder in your Vault. You can revisit the details of website security here.
Personal Financial View Dashboard
Secure Document Vault - Folder for Files to Share with Us
