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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

“As a CERTIFIED FINANCIAL PLANNER™ professional, I am a firm believer in educating my clients with an understanding behind the strategies being proposed for their particular investments. Engaging my clients and getting them involved in their planning process is an integral part of my practice.”

“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.

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