Karen Melo Ticas, CFP®, RICP®
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.
Download her contact card HERE.
Stacie Potts, FPQP®
Paraplanner
To schedule an appointment with Stacie, you may visit: https://calendly.com/planningforgood-stacie. Download her contact card HERE.
Susan Souin
Client Care Admin
Susan, our Client Care Admin, ensures that our clients receive prompt attention. Whether you're completing a product/service application, updating information, or scheduling an appointment, Susan is here to assist.Download her contact...
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.
PROVIDING INFORMATION SECURELY
If you are set up with an eMoney client website, please provide 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
