Who We Help
Our passion is helping the “Sandwich Generation.” This generation has trouble attaining personal goals while also supporting kids and aging parents. Even if money is on the table, time and confidence is often lacking. If you’re overwhelmed about how to move forward for yourself or parents – you’ve come to the right place.
Why We're Different
We are breaking ground for those unable or unwilling to trade their entire nest egg for advice. As a fee-only fiduciary we focus on your goals and make un-biased recommendations on how to improve and move forward. To provide transparency we work strictly on a project, hourly, or membership basis which also allows us to be flexible given your needs and budget. This means that you will not have to open an account! And we do NOT receive commission or referral fees.
How We Deliver
Because the demands of family are unpredictable, we do not require office visits. Powwow offers a virtual planning portal that allows you to make progress at your convenience. During our conversations we’ll utilize interactive tools that illustrate your current financials, goals and “what-ifs.” Find out how easy planning can be with our free goal assessment.
Our portal keeps you on top of your finances!
- Connect Financials
- Share Documents
- Generate Reports
- Track Spending
- Receive Custom Alerts
- Organize Information
- Watch Video Workshops
- Review Recommendations
- Add Multi-User Access
Choose from one of our Plan Packages
Individual
Wondering how to get on track? Thinking of buying a house or a career move? Receive recommendations on your most pressing goals.
Couples & Families
Do you have competing priorities making you feel overwhelmed? We’ll illustrate your various goals and “what-ifs” so you know how to best move forward.
ELDER CARE
Do you have concerns about an aging parent? Are they resistant to receiving help due to the cost? We’ll run an affordability analysis and much more.
We’re so glad you found us!
Whether it’s understanding how to create a budget, save for retirement, or afford assisted living… we’re here to help you make confident decisions.
“Not having a plan is planning for a crisis.”
– Quentara Costa
Kids
Self
Parents
Are your kids stressed about family finances? Psychologists weigh in.
What’s the best way to discuss financial limits as a family without stressing out children? How can parents support children’s well-being while taking care of their own?
Understanding FDIC in light of the Silicon Valley Bank failure
What any bank depositor should know about Silicon Valley Bank and their own FDIC coverage.
Continuing Care Retirement Communities (CCRC) can be tax-deductible! Find out how to save on taxes.
Read how you may be able to save a bit on taxes if considering a CCRC. You may potentially be able to deduct a portion of the initial buy-in and ongoing rent.
My Story...
For years I was my father’s primary caregiver, who was diagnosed with Alzheimer’s at age 70 and living half way across the country. Despite my background in wealth management, managing his affairs and diagnosis was trial by fire. If that wasn’t enough, my own life was on fast forward. I sat for the CFP® exam, switched jobs, bought a house, got married, and started a family. Just when the dust seemed to settle my father passed away. If this sounds like your reality, let’s powwow.
