Germaine Weldon, CFP®, CPA/PFS Inspired Financial Planners, LLC
- Virtual, Flat Rock, NC 28731
- (828) 330-9221
- tjryqba@vafcverqsva.pbz
- https://inspiredfinancialplanners.com/
About Germaine Weldon, CFP®, CPA/PFS
Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005!
Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r) in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world.
Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. In addition to her extensive advisory experience, she has authored numerous financial articles for local and regional newspapers, and online media outlets.
Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by dancing to the tunes provided by their son, a professional musician. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.
Recently Published
The Stories We Tell
November 24, 2019Is it human nature, or is it just plain easier, to stick to our original stories instead of stopping and saying, “Wait just a minute?”
On Being Vulnerable
September 30, 2019Life-changing events also make us vulnerable. Our brains are fuzzy, our vision cloudy, and our decision-making abilities decline. Tasks that we once breezed through, become unmanageable, leaving us feeling stuck in mud, unable to take the next step. And, during this time, we become easy prey to those who are more concerned with their own personal welfare instead of ours.
On Retirement
August 25, 2019How you envision your retirement is your choice. You make those decisions based on your values, on the kind of career you have chosen, and on what your body allows you to do.
Ideal Clients
- Baby Boomers
- Wealth Management
- Widow/Widower
- Women Professionals
Ways Advisor Charges
- Flat Fee
- Assets Under Management
Fee Options
- Flat Fee: $500+/engagement
- Assets Under Management: 0.75%
