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Find a CERTIFIED FINANCIAL PLANNER® Professional Serving Westport, and Surrounding Areas
A CERTIFIED FINANCIAL PLANNER® Professional, apart from having a fiduciary responsibility to act in their client's best interest, is also skilled in comprehensive financial planning. This expertise includes areas where a financial advisor can provide invaluable guidance. Our team, adept in financial advising, is dedicated to helping you manage your finances effectively. We work with you to understand your monetary needs and the longevity of your funds. By exploring various saving and investing strategies, we empower you to build a robust plan for the future. If you're in Westport or nearby areas and seeking a financial advisor, don't hesitate to contact our experts for more information.
Empowering Women, Families and Professionals
“Tell me and I forget, teach me and I may remember, involve me and I learn.” ~ Benjamin Franklin
Monisha Potter
Monisha Potter, CFP®
Owner & Senior Financial Advisor
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No matter what your story, we have a plan.
Are you a millennial looking for advice, small business owner
or looking for a female financial advisor?
Whether you're looking for investment advice or want help managing your personal finances, our team of advisors can help you get started on the right path toward a secure future.
Today’s Planning will set the foundation for your future.
Make sure you are setting yourself up for a life of possibilities.
