Planning for Good - Karen Melo Ticas, CFP®

Virtual Financial Planning, Crafted with Care®

Financial planner in Mansfield, MA (show on map)

5.0

★★★★★

31 reviews

Virtual, values-driven financial planning and wealth strategies for busy professionals and the LGBTQ+ community.

Call (877) 568-7526

Navigate to Visit website

About

Planning for Good offers virtual, values-driven financial planning and wealth strategies designed to empower busy professionals and the LGBTQ+ community. Services include virtual financial planning, tax planning, investment management, and insurance solutions, all guided by a fiduciary duty to help clients safeguard income, assets, and future choices while navigating volatile markets with confidence.

Values-driven, virtual financial planning

Specialization in LGBTQ+ and modern family financial needs

Impact investing (ESG) options

Transparent fee structure with fiduciary duty

Services

Virtual Financial Planning, Crafted with Care

Ongoing financial planning and wealth strategies for busy professionals and the LGBTQ+ community, delivered virtually with a values-driven approach.

Values-driven approach Virtual, accessible platform Fiduciary duty Safeguard income, assets, and choices

Tax Planning Services

Comprehensive tax planning, including 12-point tax review, tax-time summary letters, and tax scenarios/projections.

12-point tax review Tax-time summary letters Tax scenarios and projections Custom flow charts for tax concepts

Investment Management & Income Planning

Customized investment portfolios with ongoing servicing, impact investing options, and fee transparency.

Custom portfolio design Impact investing (ESG) options Fee transparency (0.75%–1.75%) Ongoing portfolio management and reviews

Financial Planning for Modern Families

Specialized financial planning for LGBTQ+ and blended families, addressing unique retirement and aging considerations.

Focus on LGBTQ+ and blended families Retirement and aging considerations Protection of future and loved ones

Retirement Planning

Comprehensive retirement planning, including savings optimization, employer equity compensation strategies, and reliable income planning.

Savings optimization Employer equity compensation guidance Reliable income planning Risk tolerance assessment

Insurance and Annuities

Protection strategies, including annuities for reliable retirement income and insurance solutions tailored to client needs.

Annuity strategies for reliable income Insurance solutions for asset protection Impact investing options

Credentials & Certifications

Fiduciary Financial Advisor

Values-Driven Planning Specialist

Reviews

Rating

★★★★★

Reviews

"Great financial professional with plenty of knowledge and experience."

Frequently Asked Questions

What is the fee structure for investment management services? +

Fees range from 0.75% to 1.75% annually, based on assets under advisement and customization level, with a $5,000 account minimum.

How does Planning for Good support the LGBTQ+ community? +

Planning for Good specializes in serving the unique needs of LGBTQ+ and blended families, offering tailored financial planning and protection strategies.

What tax planning services are available? +

Services include a 12-point tax review, tax-time summary letters, tax scenarios and projections, and custom flow charts for tax concepts.

What is the process for creating a personalized financial plan? +

The process involves understanding client goals and values, market navigation and risk management, and fee and tax optimization, delivered virtually with a collaborative approach.

How does Planning for Good handle retirement planning? +

Retirement planning includes savings optimization, employer equity compensation strategies, reliable income planning, and risk tolerance assessment.

What are the benefits of impact investing with Planning for Good? +

Impact investing allows clients to invest in companies that align with their values while pursuing potential earnings, with options for ESG (Environmental, Social, Governance) investing.