Mary Thompson, CFP® reframe Financial Planning

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About Mary Thompson, CFP®

Mary is the founder of ReFrame Financial Planning, a fee-only Financial Planning and Advisory firm in Howard County. Mary started ReFrame Financial Planning to help individuals build financial and purpose-driven transition plans for retirement. Mary specializes in guiding clients through the next chapter of their lives by balancing their financial and personal goals in a way that’s aligned with their values, passions and purpose.

Prior to starting ReFrame Financial Planning, Mary worked for 10 years for FAI Wealth Management, a fee-only investment advisory firm in Columbia, MD. She was a Senior Advisor and Partner working with clients to develop and implement investment and financial planning strategies based on the client’s values, needs and goals. She was also member of the FAI Investment Committee. Additionally, Mary was responsible for developing, refining and implementing processes and procedures that streamlined the advisory offering, ensuring a consistent and collaborative client experience. Mary was also responsible for managing, mentoring and coaching the associate advisory staff.

Mary started her career in the IT field, working for Putnam Investments for over 10 years. Mary was an Assistant Vice President responsible for the management of IT operations at the main headquarters in Boston and two international offices. She was the client services liaison between the Investment Management group and the IT division responsible for managing business partners’ expectations for the implementation and delivery of new IT initiatives.

Mary received a Bachelor of Science degree in Mathematics with minors in Business and Computer Science from the University at Albany, SUNY. She holds the prestigious CERTIFIED FINANCIAL PLANNER TM certification. Mary is also a graduate of the Leadership Howard County, Premier Class of 2015.

Mary lives in Ellicott City, MD with her husband and two children. She is active in her community where she volunteers regularly.

Check out Mary’s blog here: https://reframefp.com/blog

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Ideal Clients

  • Baby Boomers
  • Career Changers
  • Female Business Owner
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1,200+/qtr
  • Flat Fee: $1,200+/engagement

SEC Records

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