Real Advisors Results People

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 

Committed to helping protect and increase your wealth

No matter what your story, we have a plan.

Try out our goals-based planning program!

Be Part Of Our Email List

It all starts with a Conversation…Let’s Talk.

If you need help planning for your future, we're here for you.

Write Us:

info@fpa-online.com

Our Business Hourss:

Mon-Tue: 9 am - 6 pm
Wed-Thu: 9 am - 5 pm
Fri: 9 am - 4 pm

Copyright © 2025 Financial Planning Alternatives
Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA. / SIPC.. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial Planning Alternatives is not affiliated with Kestra IS or Kestra AS. Financial Planning Alternatives does not provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures.

  • Loading stock data...