Heather Townsend, CFP®, CPA Townsend Financial

About Heather Townsend, CFP®, CPA, CSLP®

About Heather Townsend, CFP®, CPA, CSLP®

At Townsend Financial, I help women in their 20s-40s use their money to go after the life they want. We work together to create stress-free financial freedom by taking away the complexity of finances. I want you to feel financially empowered by making smarter choices with your money.

After hearing your goals and dreams, and believe me, I’m going to ask you to dream, I’ll take a look at your current financial picture and we’ll create a game plan to reach your financial goals. I’ll be by your side every step of the way as you implement each action item.

Do you feel overwhelmed by any of the following:

· How to pay off your debt

· How to budget

· Your company stock options

· To buy or rent?

· Your student loans

· How to maximize your company benefits

· How much insurance you need

· Taxes

It’s a lot to take in, I know. However, by you being on this site you’re conquering the first step in taking control of your financial well-being. I always like to say, put your money into action and create the life you want. And, that’s exactly what we’ll do together. It’s not how much you make, it’s what you do with it.

As I began my career helping companies become wealthier, I noticed that a lot of my friends were coming to me for financial advice. I would get so consumed with helping them accomplish their financial goals and I saw the difference it made in their lives that that’s when I knew my new life’s mission. And from there, I launched Townsend Financial to help women like you.

As a fiduciary, I took an oath to always act in my client’s best interest at all times because that is what I believe all clients should receive from their financial advisor.

Beyond my fondness of numbers, I love yoga, cooking, wine, travel, fast cars and a never-ending plate of peanut butter waffles (I literally eat them every single night!)

I’m on a mission to empower women to gain a future life of financial freedom. Ready to kick your finances into gear? Great, let’s get started.

Credentials:

Heather graduated from Arizona State University, W.P. Carey School of Business, with a BS in Accountancy. She then worked in the San Francisco and NYC offices of a global accounting firm, advising high net-worth individuals and Fortune 500 companies. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits. She is a Certified Financial Planner™, CPA (Certified Public Accountant) and CSLP® (Certified Student Loan Professional). Townsend Financial is a member of NAPFA and XY Planning Network.

Contact this advisor

Ideal Clients

  • Coronavirus Relief
  • Female Executives
  • Gen Y/Millennials
  • Women Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $250+/mo +$1,000 upfront for Single, $350+/mo + $1,500 upfront for Couples
  • Flat fee: $500+
  • AUM: 0.75%
  • Hourly fee: $200/hr

SEC Records

States Registered

  • Arizona
  • Washington

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