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Creating Financial Plans through Conversation

Schedule a Powwow today

Speak with Quentara Costa, CFP®

Schedule your free consultation with POWWOW, LLC using the calendar below. The stage is yours to unpack any financial concerns that have been swirling in your head. Maybe you simply want to know if you’re “on-track.” Maybe you have a big decision to make about career, kids, retirement or elder care. Powwow was created to help answer your… “what-ifs.” 

Here’s how it works:

  • We meet to talk about your current financial situation and goals. No prep required. 
  • I listen to your questions, concerns, and expected outcome.
  • We agree on the best path forward.

I hope so. We’re all those buzz words you keep hearing about. Fiduciary. Fee-Only. Certified Financial Planner™. At Powwow there is no requirement to open an account and we do not sell financial product. We do not accept commission for any referrals. As such, we are only paid by you to ensure recommendations are made in your best interest. 

  • Projects start at 10-hrs billed $225/hr. Projects generally take 10-15/hrs. Projects are billed 5-hrs upfront and the remainder at completion.
  • Ongoing memberships offer 8-hrs during a 12-month period at $225/hr. Memberships are billed monthly ($150/mo). 
  • Work unrelated to a project or membership is $300/hr. 

You’ll receive an email summarizing our discussion. In that email there will be a link to a google form where I request your basic information (address, date of birth, etc.) From there you’ll receive a financial planning agreement, ADV Brochure, Privacy Policy, and Disclosure form. If you’re a project or membership client, you’ll also receive your first invoice and link to the Powwow Planning Portal.