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 specialize in guiding busy executives through the complexities of financial planning. My mission is to help you reclaim your time, achieve financial clarity, and live life on your terms. Growing up as the daughter of Iranian immigrants, I witnessed firsthand the sacrifices made in pursuit of financial stability. This experience shaped my belief that financial success should not come at the cost of life’s most important moments. Whether you’re managing the demands of a high-powered career or planning for retirement, I’m here to help you optimize your finances so you can focus on what truly matters. Together, we’ll create a personalized strategy that aligns with your values, simplifies your financial life, and provides you with the freedom to enjoy your success.NAPFA Start Date
February 15, 2024
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