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.
Quentara “Q” Costa