- Elder Care Planning and Transition
- General Goal Planning
- Home & Auto Insurance
- Retirement Planning
- Cash Management and Budgeting
- Basic Tax Strategies
- Education Planning
- Insurance Review & Quotes
- Investment Account Selection
- Employee Benefit Selection
- Medicare Selection & Quotes
- Debt Management
North Andover, MA
Quentara Costa is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
When we are pushed into transition, purposely or unexpectedly, it’s natural to have questions. My great passion is providing a venue for people to communicate their thoughts, concerns and dreams. Acting as a sounding board, I aim to define goals, identify pitfalls, and create a plan of action. Afterwards, we manage the plan together and continue the conversation with regular powwows.
By having worked with clients of all variety, from those in debt to founders of public corporations, I know that no single approach is right for everyone. While the meeting agenda is in the client’s hands, I am able to guide the conversation and create illustrations, simple to complex, that speaks to their level of understanding.
My educational background includes a Masters in Financial Planning and Bachelors in Corporate Finance & Accounting from Bentley University in Waltham, MA. I completed the education, experience and exam requirements to receive the highly regarded Certified Financial Planners™ (CFP®) designation. Currently I maintain membership with the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN). Community based efforts include pro bono work with military personnel and becoming a coach with Budget Buddies.