Karen Melo Ticas, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Peggy Haslach, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER™ Professional
Susan Souin
Client Service and Investment Operations Associate
Maria Palacios-Palmucci
Practice Admin and Insurance Ops Specialist
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, email us at team@planningforgood.co for a link to the online calendar for the appropriate teammate, or checkout our bio pages for our individual calendar links. Thanks!
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.
PROVIDING INFORMATION SECURELY
1) If you are set up with a Client Portal, please provide documents by uploading them into the "Shared Documents" folder in your Vault.
2) Alternatively, you may upload documents securely using this link:www.planningforgood.co/secure-upload