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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
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.
I worked directly with Karen who is the owner of Planning For Good and felt very comfortable because she is clearly excellent at what she does yet explains details in ways that are easy to understand. I receive prompt responses when I have questions. It's so hard to find someone in this expertise that is truly relatable.
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 Melo Ticas has been my financial advisor since not too long before COVID hit and I am so grateful that I had her guidance, advice and expertise to get me through that time (and continuing to do so now). She is also a pleasure to work with and a true professional who has certainly gone out of her way for me.
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
Planning for Good - Karen Melo Ticas, CFP® has a 5 star rating with 28 reviews.
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