While our clients generally work with one primary advisor, we humbly acknowledge that none of us alone can get it all done, all the time, and also do it best. “It” being all the things. The data, tech, advice, servicing, updates, etc. We want you to be served in a timely manner, by the right person. We also want to be ready when a teammate is unavailable.
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 15 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 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.
To schedule an appointment to meet with Karen, visit https://calendly.com/planningforgood
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 of behavioral finance and coaching.
Kristen takes the lead on Foundational Planning and lends her extensive knowledge on Socially Responsible Investing and equity compensation.
See her BIO here.
To schedule a meeting with Kristen, visit https://calendly.com/planningforgood-kristen
Download her contact card here.
Stacie, our Paraplanner, is here to welcome new clients to Planning for Good. She'll basically hold your hand as, together, you navigate all the logistics that come with a new financial planning engagement. Our job is to make it simple to work with us, even if we need to assign some homework items!
To schedule an appointment with Stacie, you may visit: https://calendly.com/planningforgood-stacie
Download her contact card HERE.
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.
Local Compliance Office and Business Support
The team at Bartlett Wealth Management is a fully independent financial planning office, that also provides compliance oversight and back-office support to other independent financial planning practices. This is our industry's way of insuring 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 Bartlett Wealth Management, along with Cambridge Advisors, to best serve our clients, while also maintaining full independence from product providers, so we can best abide by our fiduciary duty to our clients.
For more information, visit www.bartlettwealth.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