I started out in 1980 as a CPA then decided to become a CFP® in 2006 because our tax clients did not have access to a Fee-Only financial planner. The biggest compliment I receive is when a client tells me what a great listener I am. Their trust is a constant reminder that there are a lot of families counting on me. It’s a sobering responsibility but one I embrace.
To learn about Johanna’s professional and educational accomplishments, you may read her resumé here.
From childhood, I recognized that money was a powerful thing – it affects our relationships as well as behavior. Under Johanna’s mentorship, I’ve found my calling to use these skills to help clients develop a healthy connection to their money and articulate their dreams and goals into an achievable plan. It’s humbling when clients tell me they feel more secure and confident about their finances because of how I’ve helped.
To learn about Michelle’s professional and educational accomplishments, you may read her resumé here.
“I graduated from Penn in 2013 with a degree in Modern Middle Eastern Studies, 3 minors, and lofty goals of saving the world - whatever that means. My path was unconventional but I found out about fee-only financial planning and haven’t looked back. I have my Series 65 and am working on getting the CFP designation, while trying to make time to eat good things and travel the globe with my husband. I can’t save the world, but maybe I can save a client from making an expensive mistake!”
I’m registered as a “miniature” Australian Shepherd but I weigh about 60 pounds – maybe Lassie sneaked into my gene pool! After all, I know how to fetch my leash to go for a walk and Mom tells me when I’m happy that I can twerk better than Mylie Cyrus. I help the humans at FWM with banking and security and get some awesome treats for my trouble. All in all, Fox & Co. is a pretty good place to work.