financial advising

Did you know that I am more than just a CPA doing a tax prep service?

April 25, 2016 in CFP / ProsperiTea Planning / Tea & Taxes tagged business / financial advising / financial planning by Wendy Marsden (updated 451 days ago)

April 25, 2016 As a Certified Financial Planner™professional, and as someone registered in Massachusetts as an Investment Advisor, I work as a fiduciary comprehensive financial planner for a group of people who have me on an annual flat-fee retainer as their “financial concierge”. This service includes: retirement planning, estate planning, strategizing for financial aid, investment advising and management, setting up (or rebalancing) your overall asset allocation for your investments, tax planning and preparation, and advising […]

Legal disclosures

January 1, 2016 in CFP / Our business / ProsperiTea Planning tagged ADV / financial advising / investing / legal disclosures / new prospects by Wendy Marsden (updated 263 days ago)

Important Consumer Information All written content on this site is for informational purposes, only. Opinions expressed herein are solely those of Wendy Marsden, CPA CFP®, either acting as Firm Principal for Tea & Taxes Company or doing business as ProsperiTea Planning. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior […]

What to bring to your first appointment with Wendy Marsden, CPA, CFP®

September 22, 2015 in ProsperiTea Planning / Tea & Taxes tagged financial advising / financial planning / tax planning by Wendy Marsden (updated 2676 days ago)

You’ve just signed up for a consultation with a financial professional. What do you need to bring? It depends a bit on what you’re hoping to get out of the meeting. Let’s break it into three cases and you can skip to the section you think fits your situation: Financial planning Tax planning Investment advising Financial planning (which may include investment advising, but see that below) The first thing you need to bring is your problem. What is […]