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 simplify financial planning for busy professionals, freeing up time to focus on family, work, and personal passions. Retirement Planning I craft retirement strategies that ensure financial stability and peace of mind for your post-career years. Investment Management I design investment portfolios that align with your goals, risk tolerance, and values, ensuring your money grows with purpose. Navigating Life Transitions I guide you through career changes, family milestones, relocations, and other life events to ensure your financial plan adapts to new circumstances. Supporting Work-Life Balance I develop strategies to help you achieve your personal and professional goals while reducing stress and avoiding burnout.Additional Information
As a CERTIFIED FINANCIAL PLANNER™ professional, I’m dedicated to helping busy professionals and families navigate financial complexities with confidence. Drawing from my family’s immigrant experience, I understand the importance of creating financial security without sacrificing what matters most. I provide tailored financial strategies for mid-career professionals, executives, and families. Whether you’re managing a demanding career, planning for retirement, or facing a significant life change, I’m here to help. Together, we’ll build a financial plan that reflects your values, simplifies your decisions, and empowers you to focus on the life you’re building. Click here to schedule an appointment: https://calendly.com/beechmontfinancial/discoveryNAPFA Start Date
February 15, 2024
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