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Are you searching for a CERTIFIED FINANCIAL PLANNER™ Professional?
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.
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
“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?
Today’s Planning will set the foundation for your future. Make sure you are setting yourself up for a life of possibilities.
