Melody Brady (CFP®)
Melody Brady focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Millennials
- Retirement Plan Investment Advice
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Millennials
- Retirement Plan Investment Advice
Planning Specialties
Time Management & Financial Efficiency - I specialize in helping busy executives streamline their financial planning processes, freeing up valuable time so you can focus on what truly matters. Retirement Planning - I craft comprehensive retirement strategies that ensure you can enjoy your post-career years without financial stress. Investment Management - I design personalized investment portfolios that align with your risk tolerance, goals, and timeline, ensuring your money works as hard as you do. Life Transitions - I provide guidance through major life events, such as career changes, relocations, or family milestones, ensuring your financial plan adapts with you. Work-Life Balance - I develop financial plans that support your personal and professional aspirations, helping you avoid burnout and maintain a healthy balance.Additional Information
As a CERTIFIED FINANCIAL PLANNER™ professional, I help mid-career professionals navigate the complexities of financial planning, empowering them to reclaim their time and focus on what truly matters. With a background shaped by my family’s immigrant experience, I understand firsthand the importance of achieving financial success without sacrificing life’s most meaningful moments. Whether you’re managing the challenges of a demanding executive role or preparing for retirement, I’m here to provide clarity and strategic guidance. Together, we’ll craft a personalized financial plan that aligns with your values, simplifies your financial life, and gives you the freedom to fully enjoy your success.NAPFA Start Date
February 15, 2024
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