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.
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- 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%