Lea Ann Knight, CFP® Better Money Decisions
- 2105 Senda de Daniel , Santa Fe, NM 87501
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.
Many are in the position of acting as caregivers to their elderly parents and do not want to create the same scenario when they get older.
Any good advisor will ask you about your risk tolerance, but what do they mean?
The post Risky Business: What is Risk Tolerance Anyway? appeared first on Financial Wellness, Retirement Planning | Better Financial Decisions.
It is easier than ever to put your investments on automatic. From Vanguard to Fidelity to Schwab, every custodian has online tools that will help you diversify, allocate, rebalance and research your investment portfolio – if you are so inclined.
The post Why Your Investments Need a Financial Planner appeared first on Financial Wellness, Retirement Planning | Better Financial Decisions.
- Family Financial Planning
- Female Business Owner
- Gen X
- Retirement Planning
Ways Advisor Charges
- Flat Fee
- Assets Under Management
- Flat fee: $2,500+/engagement
- Hourly fee: $250/hr
- AUM: 1%
- New Mexico