Working with POWWOW

means you come first

Taking control of your finances means so much more than managing investments and creating portfolios. In fact, investments are simply the tool to accomplish your plans and create a legacy. Doesn’t it make sense to start the process by defining and prioritizing what’s most important in your life? Knowing where you’re headed and understanding how to get there empowers you to make better decisions and be confident in your direction, which is a pretty great feeling.

Whether it’s having us confirm and critique a path you’ve started or needing guidance on a completely new venture, POWWOW is here to help. When it’s time to implement plan recommendations Quentara is happy to guide and participate in the process to make sure your best interests are being met.

 

 

What to expect as a client?
  • An ongoing conversational relationship
  • The opportunity to adjust or outright change your goals
  • The freedom to invest and bank wherever you’re most comfortable
  • No pressure to purchase insurance or investment product
  • A sounding board and advocate for pop-up issues as they arise
  • The personal touch of a small shop with the resources of a large firm
  • The ability to conduct meetings in person or online
  • Technology aggregating all the pieces of your life in one convenient spot

Review

Benefit from getting all your concerns out on the table. Receive customized illustrations to show how your actions today impact your tomorrow.

Elder Care, Health, Debt, Budgeting, and Downsizing

Discuss

Find out from an unbiased advisor if what you have in place is adequately serving you and your family. Insurance is a great example.

Life, Disability, Home, Auto, Liability, Long-Term Care

Plan

Work with an advisor that can make recommendations on the most need-to-know areas of your life.

Retirement, Education, Estate Planning, Employee Benefits, Large Expenses

 Implement

Continue the conversation by having POWWOW along for the ride.

We tour elder care facilities, participate on calls and work with your existing professionals and family.

About the Owner

When we are pushed into transition, purposely or unexpectedly, it’s natural to have questions. My great passion is providing a venue for people to communicate their thoughts, concerns, and dreams.  Acting as a sounding board, I aim to define goals, identify pitfalls, and create a plan of action. Afterward, we manage the plan together and continue the conversation with regular powwows.

By having worked with clients of all variety, from those in debt to founders of public corporations, I know that no single approach is right for everyone. While the meeting agenda is in the client’s hands, I am able to guide the conversation and create illustrations, simple to complex, that speaks to their level of understanding.

My educational background includes a Masters in Financial Planning and Bachelors in Corporate Finance & Accounting from Bentley University in Waltham, MA. I completed the education, experience, and exam requirements to receive the highly regarded Certified Financial Planner™ designation. To stay connected within the industry I maintain active memberships with the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network (XYPN), and Fee-Only Network.

Apart from professional affiliations, I enjoy working within the community to provide financial literacy. In 2016 I created the facebook group “Merrimack Valley Seniors and Caregivers.” This is a dedicated forum for local families and professionals to problem solve, share resources, and learn about upcoming events. Please join if you feel you can benefit by receiving support and connecting with others. In 2017 I will be a coach for the Budget Buddies program. They have partnered with the Head Start program in Lawrence to empower at-risk women to take control of their finances through weekly education.

For more information on my career path, connect with me on LinkedIn. linkedin icon

Sincerely,

Quentara “Q” Costa