Karen is the founder and director of Planning for Good, with over two decades of experience working in financial services. She's been an independent financial planner for 17 of those years. Her role is to know her clients' unique circumstances, needs, personalities, and preferences, so she can best give advice to help them accomplish their objectives. 

Karen specializes in working with the LGBTQ community and blended families.

While Karen is based in Massachusetts, our practice is fully virtual and we work with clients all over the United States. 

See her BIO here.

After a successful 15+ years in corporate finance, Kristen realized her knowledge and skills were best used on the personal finance side. Helping families make better financial decisions to meet their goals. Kristen specializes in planning around equity compensation, RSUs, ESPPs, and stock options, helping to manage income while keeping an eye on taxes.

While Kristen is based in Massachusetts, our practice is fully virtual and we work with clients all over the United States. 

See her BIO here.

Peggy has built her career working with female practitioners (veterinarians, doctors, and attorneys) and small business owners. At age 53 she made a career change when she saw, firsthand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and the LGBTQ community. She works to fill that gap!

While Peggy is based in The State of Washington, our practice is fully virtual and we work with clients all over the United States. 

See her BIO here.

To schedule an appointment to meet with Peggy, visit: https://calendly.com/planningforgood-peggy 

Theresa specializes in high-net-worth and trust planning, bringing a strategic approach to complex wealth management. She’s also deeply passionate about ESG and Sustainable Investing, ensuring clients can align their portfolios with their values.

Based in Seattle, Theresa works virtually with clients across the United States, providing tailored financial strategies that support both their long-term goals and ethical priorities.

While Theresa is based in Seattle, our practice is fully virtual, allowing us to serve clients across the United States.

See her BIO here.

Susan, our Client Service and Investment Operations Associate, helps ensure that your requests are handled accurately and efficiently. Whether you're updating account information, processing a transaction, or coordinating with your advisor, Susan is here to assist with care and attention to detail.

Maria, our Practice Admin and Insurance Operations Specialist, brings thoughtful coordination to every client experience. Whether you're navigating insurance paperwork, updating account details, or connecting with your advisor, Maria ensures each step is smooth and secure.

The team at Libre Advisor Network provides compliance oversight and back-office support to independent financial planning practices. This is how we ensure that important legal requirements are being met and that processes are in place to protect the privacy and interests of our clients. 

Planning for Good has elected to team up with Libre Advisor Network, along with Cambridge Advisors as our Broker/Dealer, to best serve our clients, while also maintaining full independence from product providers, so we can best abide by our fiduciary duty. 

For more information, visit https://www.libreadvisor.com

Because we offer our clients investment services and financial planning advice, we are required to partner with a Registered Investment Advisor (RIA) and/or a broker-dealer to process business and receive compensation. We chose Cambridge Investment Research, Inc.

With Cambridge, we choose to work with you in a way that keeps your best interests in mind. They have no proprietary products (i.e.: mutual funds, annuities, insurance, bank products, etc.) that other hybrid/dually registered RIAs might. This helps us, as your advisory team, to keep our fiduciary duty to you; that is, to "act in the best interest of the client at all times when providing financial advice."

In short, Cambridge serves as our head compliance team. They ensure everyone is properly licensed, review background checks, and help us provide all legally required disclosures. For more information, visit www.joincambridge.com

AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients.

This platform enables advisers to outsource high-cost and specialty services that would otherwise require significant investments of time and money—helping to level the playing field for independent financial advisers of all sizes.

They provide an end-to-end experience, spanning nearly all elements of an adviser’s engagement with clients, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, their platform provides tools and capabilities for us to better manage our day-to-day business activities, giving us more time for meaningful conversations with investors.