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

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

“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.

Scroll to Top