Quentara Costa (CFP®, MSFP)
Quentara Costa focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Hourly
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Hourly
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
Planning Specialties
Our passion is helping family caregivers, who are often apart of the “Sandwich Generation.” This generation has multiple priorities well beyond their own needs. Even if money is on the table, time and confidence is often lacking. If you’re overwhelmed or have decision paralysis – you’ve come to the right place.
We are breaking ground for those unable or unwilling to trade their entire nest egg for advice. As a fee-only fiduciary, we focus on your goals and make un-biased recommendations on how to improve and move forward. To provide transparency we work strictly on a project, hourly, or membership basis which also allows us to be flexible given your needs and budget. This means that you will not have to open an account! And we do NOT invest, sell insurance, receive commission or referral fees.
Because the demands of caregiving and family are unpredictable, we do not require office visits. Powwow offers a virtual planning portal that allows you to make progress at your convenience. During our conversations, we’ll utilize interactive tools that illustrate your current financials, goals and “what-ifs.” Find out how easy planning can be with our free goal assessment.
Additional Information
I enjoy working within the community to provide financial literacy and guidance. In 2016 I created the facebook group “Merrimack Valley Seniors and Caregivers.” This is a dedicated forum for local families and professionals to problem solve, share resources, and learn about upcoming events. Please join if you feel you can benefit by receiving support and connecting with others. In 2017 I was also fortunate enough to be routinely invited to present for various organizations, such as the Merrimack Valley Chamber of Commerce. Topics ranged from financial planning fundamentals, women in the workplace, and elder care planning. In 2018 I will continue my work with the Budget Buddies program, this time shifting roles from a coach to presenter. Budget Buddies collaborates with Head Start, Habitat for Humanity, and various shelters to empower women to take control of their finances through weekly education.
NAPFA Start Date
August 25, 2016
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.