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
bank-book-spreadsheet-pen

Review

Benefit from getting all your concerns out on the table. Allow us to review your current financials to spot opportunities and minimize blind spots.

Discuss

Find out from an unbiased advisor whether what you have in place is serving your best interest. Insurance and annuities are a great example.

sticky-notes-to-do-list

Plan

Collaborate with Quentara on eMoney to visualize your finances and layer in “what-if” scenarios to see how best to move forward with goals.

Snail between two rocks

Implement

We can remain an ongoing resource to answer new questions and ensure our recommendations are completed timely and correctly.

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 was also fortunate enough to be routinely invited to present for various organizations, such as the Merrimack Valley Chamber of Commerce. Topics ranged from financial planning fundamentals, women in the workplace, and elder care planning. In 2018 I will continue my work with the Budget Buddies program, this time shifting roles from a coach to presenter. Budget Buddies collaborates with Head Start, Habitat for Humanity, and various shelters to empower 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