Real Advisors Results People
Our advisors are committed to customizing
financial solutions for YOU!
Find a CERTIFIED FINANCIAL PLANNER™ Professional Serving Westport, and Surrounding Areas
One of the hallmarks of a CERTIFIED FINANCIAL PLANNER™ Professional is that they have fiduciary responsibility when working on financial planning, which means they have to act in their clients' best interest.
We can help you find the best way to manage your money. We will help you determine how much money you need and how long it will last. We'll also help you look at all of your options for saving and investing, so that you know how to create a plan for the future.
Contact our experts serving Westport, and surrounding areas to learn more.
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
Let us help you find the way…We can help
Contact Financial Planning Alternatives to help secure your financial future with guidance and care.
Committed to helping protect and increase your wealth
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.
