As a CERTIFIED FINANCIAL PLANNER™ practitioner, having an in-depth understanding of her clients’ needs and goals is fundamental to the way Pamela works with her clients. She believes in the financial planning process. This is the process of identifying goals, gathering and reviewing financial data, and designing and implementing a plan to help clients build, manage and preserve their wealth. Not everyone needs to have a written comprehensive plan, however, everyone can benefit from the financial planning process.
Whether you need comprehensive advice or advice focused on meeting a single important challenge, Pamela will walk you through the financial planning process so that you will feel confident in your decisions.
Her process consists of identifying your goals, gathering and reviewing your financial data, and designing and implementing a plan to help you build, manage and preserve your wealth.
Financial planning and investment management services are offered on a fee-only basis, for which she is compensated by billing hourly, project or fixed fee, or as a percentage of assets under management. Pamela is also licensed to provide risk management advice and insurance products for which she can receive commissions. In all cases, Pamela assumes the role of the client’s fiduciary, in that she always place the interests of the client above her own.
Pamela’s goal is to empower, educate and engage people, especially women around their money/financial issues as they go through life transitions such as divorce, widowhood, and retirement.
Women have unique financial planning and investment needs and are underserved by most professional advisors. Pamela believes education is key to women achieving their long term financial goals. She aims to empower, educate and engage her clients around their money.