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Planning for Good - Karen Melo Ticas, CFP®
- Investment Service
- Mansfield, MA
About this business
If you want the peace of mind of making financial decisions with confidence, along with a simple process, we can help! Work with a CFP® professional that has a fiduciary duty. Learn how to protect your income and assets; ensure your loved ones are provided for should you die prematurely; compare your options for saving in volatile markets; and avoid making common mistakes when investing. We consolidate and organize all your financial information, so when something comes up, we'll be ready! While we serve a diverse popula... read more
Location details
Mailing Address:, 20 Cabot Blvd STE 300, Mansfield, MA, 02048, United States
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Retirement planning is one of the most crucial things you can do to safeguard your future. We started late in the game but under Karen's guidance and expertise we now have a secure future. Her and her team are truly the best, not just because they are experts in their field which they are. But because they genuinely care about you and safe guarding your future. Kudos are so lucky to have you!
We discovered Karen about 7 years ago and have been consistently grateful for her expertise, her guidance, and her thoughtful approach. She asks great questions to understand our goals and hopes (which have evolved over time), explains things thoroughly, sends patient nudges when I avoid adulting tasks, and welcomes questions (big and small). Any time someone in our network asks if we know a financial planner, we immediately send them to Karen, and they have all echoed our enthusiasm for her and her team.
It has been a privilege to work with Karen and her team at Planning for Good over several months. Her understanding of the economic landscape and markets is first-rate, and her patience, ability to translate complex issues into layman’s terms, and overall commitment to client service are outstanding. Karen listens to me and makes sure that my wishes and interests are reflected in her estate planning and investment recommendations. I look forward to a long relationship with Karen and Planning for Good!
Karen and her team are wonderful listeners and worked hard to understand my specific financial situation and help me plan for the future in a way that felt manageable and do-able. I highly recommend working with them!
We've been working with Karen for about 5 years now and she is professional, incredibly responsive, and really good at her job. I have always had some anxiety around planning for the future - never sure that I was doing the right things at the right times. Karen has been such a great help in not only helping my wife and I to plan and save, but explaining things clearly, keeping us on track with our goals, and reducing our anxieties along the way. We've had several job changes since we started working with Karen and we feel l... read more
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Planning for Good - Karen Melo Ticas, CFP® has a 5 star rating with 32 reviews.
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