POWWOW wants to answer your questions and provide ongoing support. Click below to learn more about our process and services.

Helping you make informed decisions leading to better choices.

While many feel they can multi-task their way through the day without a problem, the truth is we often leave little time to give reasonable consideration toward our personal life. Work, family, and social commitments come first, and our personal goals are handled poorly, if at all.

Putting off your goals can create anxiety about whether you’re prepared for the future because you can’t get past today’s demands.

POWWOW understands and aims to be a continuous resource that helps you make informed decisions when needed.

Our multi-step process hopes to alleviate stress while fitting in with your busy lifestyle.

  • Conversation that inspires you to describe goals, manage expectations, and jump start progress.
  • Organization  of information to identify resources, opportunity, and disaster.
  • Education that teaches and reinforces good habits for long standing success.
  • Advice for how goals can be attained, and later adjusted when plans change.
  • Access to advisor year-round to discuss issues as they arise to help you make timely and informed decisions.

WHO DOES THIS HELP MOST?

Caregivers & Medication.

Seniors in the midst of transition wanting to make better decisions regarding elder care options.

Caregivers and families accumulating wealth and working through everyday challenges.

Young professionals and families facing life’s first milestones with little to no guidance.

PRICING AND AFFORDABILITY

Planning services 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 create a customized 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