Are you looking for a knowledgeable trustworthy financial advisor? Do you want investment advising or comprehensive planning that strategically considers taxes?
ProsperiTea Planning’s Wendy Marsden, CPA, CFP®, produces professional results while offering a comfortable, supportive environment for addressing her clients’ financial wellness needs from her home office. ProsperiTea Planning is accepting new clients who are seeking investment advising, comprehensive planning, and tax planning and preparation. See the Services page for more details. We are no longer accepting new clients who need tax-prep only, and only do hourly financial planning engagements in rare cases. Instead, we are devoted to doing deeply integrated financial services for a manageable number of clients.
Wendy Marsden, CPA, CFP® is a fee-only fiduciary financial advisor. We sell no products and offer fixed-price engagements with the terms disclosed in advance. See the ProsperiTea Planning blog for more details. Wendy is a member of NAPFA, and the sub-groups of the Alliance of Comprehensive Planners (a tax-focused group paid on a retainer basis) and XY Planning network (also paid on a retainer basis, but with more of a monthly coaching model.) She has taken the NAPFA oath, and is a registered investment advisor in Massachusetts.
Wendy says, “I like to share my deep knowledge of financial matters with people. Come to my office and I’ll give you tea and let you pet my dog, River!”
Easily access Wendy’s blog by choosing a topic from the “blog tags” on the right side of this page. The “new prospects” tag might be particularly helpful. Also, check out this intro from November, 2017.