Lea Ann Knight, CFP® Better Money Decisions

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About Lea Ann Knight, CFP®

Hello. I am Lea Ann Knight, a co-owner and the Vice President of Financial Planning for Better Money Decisions (B$D). With my background in investing and financial planning, I enjoy working closely with clients to design and implement customized financial plans.

Before joining Better Money Decisions, I was a partner and Director of Wealth Management for North American Management, a Boston-based Registered Investment Advisory (RIA) firm. Previously, I was the founding member of Garrison/Knight Financial Planning, a Limited Partner with Edward Jones, Chief Administrative Officer for a private equity group at Morgan Stanley and a Senior Manager for Deloitte & Touche LLP. My varied roles in the financial services industry have given me a well-rounded view on the many confusing choices you have when it comes to managing your money.

I am also a past financial columnist for Time Inc.’s All You magazine and have been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplinger’s, among other financial media. A large part of my focus has been on helping clients through life transitions and empowering women to manage their affairs with greater confidence.

B$D recognizes that clients need help navigating change. Marriage, divorce, widowhood or retirement can have a profound financial effect on client’s lives. Understanding the whole picture, not just the investment portfolio, is how we approach every client relationship.

I graduated from Stanford University a while ago, but I have a Graduate Certificate in Financial Therapy from Kansas State University and I’m currently pursuing my master’s degree in Advanced Financial Planning through Golden Gate University.

I am forever working on my backhand in tennis and I try to avoid being “that parent” on college visits with my three children.

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Recently Published

The Impact of Inflation on the Stock Market

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The post The Impact of Inflation on the Stock Market appeared first on Financial Wellness, Retirement Planning | Better Financial Decisions.

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What is ESG Investing And Does It Match Your Values?

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The post What is ESG Investing And Does It Match Your Values? appeared first on Financial Wellness, Retirement Planning | Better Financial Decisions.

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The 5 Do’s And Don’ts When Hiring A New Financial Advisor

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The post The 5 Do’s And Don’ts When Hiring A New Financial Advisor appeared first on Financial Wellness, Retirement Planning | Better Financial Decisions.

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Ideal Clients

  • Family Financial Planning
  • Female Business Owner
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat fee: $2,500+/engagement
  • Hourly fee: $250/hr
  • AUM: 1%

 

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