Cheryl Ober (BA, CFP®, MBA)
Cheryl Ober focuses in the
following client markets or areas of practice:
- Annuities
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Annuities
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
Planning Specialties
I love to work with people in the 10-15 years before retirement, helping them navigate the critical years leading up to retirement. I also work with people navigating unexpected life events such as death or divorce. I am a cash flow advisor, and am well versed in helping people with budget and cashflow issues and can help all clients regardless of age gain an understanding of debt and budgeting in maintaining control of their financial lives.
Additional Information
Cheryl Ober Financial Planning is a fee only financial planning firm, specializing in helping people navigate changes in their financial situation during periods of transition. I like to work with people in the years before retirement, helping them understand how their decisions and actions can impact their retirement picture. I charge hourly fees and also have package pricing. I do not require my clients to have a minimum net worth or amount of investable assets, as I believe that all people should have access to competent financial advice.
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