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

About Quentara Costa

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. My mission is to answer your questions in a way that makes you feel confident to push past self-doubt. Whether our meetings together require getting into the details of a cash flow report, looking at colorful before and after charts, or simply brainstorming ideas – I have you covered.

Apart from office work, I enjoy working within the community to provide financial literacy and guidance. 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. Over the last few years I’ve also been invited to create presentations and speak on a wide range of topics, including financial planning fundamentals, women in the workplace, and elder care planning. Looking forward, I will continue my work with the Budget Buddies program that aims to empower women to take control of their finances through weekly education. I’ll also serve my first year on the North Andover Council on Aging, which will play a large part in the development of the town’s new senior center!

Evenings and weekends I’m likely to be listening to an audiobook, taking my family for a walk, and sampling take-out cuisine from a favorite restaurant. In the future I hope to resume international travel, but with 3 young kids and two dogs it won’t be happening anytime soon!

For more information on my education and career path, connect with me on LinkedIn.

PRICING AND AFFORDABILITY

Plan creation starting at just $1,500

POWWOW understands that the makeup of a financial plan is different for each client. At your first complimentary meeting, Quentara listens to your story to suggest a package or custom proposal to address your needs. The creation of a plan includes data gathering, research, check-ins, and analysis, ending with a presentation of findings.

In addition to plan creation POWWOW strongly recommends utilizing our membership service to keep us in continuous communication. This service provides assistance in completing plan recommendations and allows Quentara to be a continued resource. After plan completion often times a client finds they’re faced with new issues relating to their career, health, and family. Holding these issues to discuss at an annual review may not be possible. Having an advisor on call allows clients to make better decisions on how to move forward in a timely manner.

Membership plans start at $100/month and offer a client:

  • Motivation and accountability in completing plan recommendations
  • An advocate for meetings, tours, and conference calls
  • Plan updates and adjustments as life changes
  • A resource for ad-hoc projects and requests
  • A facilitator for family discussion

Do one of our packages meet your needs?

Comprehensive Review

Unsure how all the pieces of your financial picture come together? We’ll illustrate your various goals and “what-ifs” so you know how to best move forward. 

Just The Basics

Have a 401(k) but think you should be doing more? Receive insight on your current financials with recommendations on your most pressing goal.

Elder Care Analysis

Shocked about the cost of elder care? Unsure what’s right for you? We’ll discuss your options and run an affordability analysis.