Serving our clients is a team effort! Check us out below.
CERTIFIED FINANCIAL PLANNER™ Professional
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 takes the lead in working with clients with more complex financial planning needs and those focused on retirement. She also specializes in working with the LGBTQ community and blended families.
See her BIO here.
View and download her contact information here.
Kristen is involved with everything from paraplanning to product research, all while studying for her CFP® designation, which she plans to utilize in her focus on behavioral finance and coaching.
Kristen takes the lead on Foundational Planning and lends her extensive knowledge of Socially Responsible Investing and equity compensation.
See her BIO here.
DOWNLOAD KRISTEN'S CONTACT INFORMATION (vCARD) 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.
See her BIO here.
To schedule an appointment to meet with Peggy, visit: https://calendly.com/planningforgood-peggy
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 card HERE.
Local Compliance Office and Business Support
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
Investment Management Tech Platform
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.