At Northeastern, I planned to be a trader or stock analyst, but my first boss and mentor encouraged me to explore all aspects of personal finance. I quickly discovered I enjoyed working with people more than portfolios. Most recently, I worked for a Registered Investment Advisor in downtown Boston, helping high-net-worth individuals and families define and achieve their long-term retirement and investment goals. In addition to being a CERTIFIED FINANCIAL PLANNER™, I am also a Certified Trust and Financial Advisor (CTFA).
Planning is an evolving process. When I know a Grownup’s goals, I can help find the most appropriate paths to get there. Some goals will take longer than others, but the hardest step is just getting started.
Should you use itemized deductions on your tax return? A CFP® shares whether you should take the standard deductions or itemize.