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
Breaking ground for those reluctant or unable to invest heavily in financial advice, we’re a fee-only fiduciary focused on your goals. Powwow’s billing is hourly, tailored to fit your needs and budget. Investment management is an option, NOT a requirement, and we don’t earn from commissions or referrals. We’re more than financial advisors; we’re planners for your whole financial journey.
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
Introducing Financial Concepts Series: Ages 6-9
Teaching young children smart money habits is a valuable life skill that can set them on a path to financial responsibility and success. Here are some tips on how to teach financial literacy to children aged 6-9.
New Year’s Resolutions for The Sandwich Generation
In reflecting on my New Year’s Resolution, there were repeated themes this year that I hope to incorporate into my life to maximize my Sandwich Generation efforts vs feeling encumbered with an unattainable goal. I’m sharing my conclusions with the hope that you start 2024 with an energized mindset.
Gift Ideas for Seniors in 2023
Is it right to be giving more “stuff” to someone who is planning to or has already downsized? Maybe a different approach should be considered when gifting to seniors.
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.
