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shannan_field

Shannan F

@shannan_field
Estados Unidos
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
I am a CERTIFIED FINANCIAL PLANNER® professional and the founder of Fieldcrest Financial, LLC. I am passionate about helping individuals and families achieve their financial goals. As a CFP®, I specialize in budget and cash flow coaching, retirement planning, education planning, investment planning, and home and large purchase analysis. My personalized and professional financial advice is tailored to meet each client’s unique needs. My mission at Fieldcrest Financial, LLC is to empower clients to make informed financial decisions with confidence and clarity. ... Lee más

Habilidades

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shannan_field
Shannan F
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Gestión de presupuesto personal
I will create a budget analysis with investment, savings, and spending recommendations