Nancy Nawn, CFP®, CIMA® WatchDog Planning, LLC
- 923 Haddonfield Rd 3rd Floor, Bldg 2, Cherry Hill, NJ 08002
- (610) 364-5838
- http://www.watchdogplanning.com/
About Nancy Nawn, CFP®, CIMA®
Raised by a single mom with two other siblings, Nancy learned the value and importance of sound financial management at an early age. She started her first job in sixth grade with a daily paper route to help her pay for personal items her mother couldn’t afford. Nancy continued to work full and part-time jobs throughout high school, undergraduate and graduate studies to pay her education and living expenses. After working several years in the industry, Nancy ultimately wanted to become a financial planner to help other people understand and manage their financial lives. Through comprehensive financial planning, she has helped hundreds of individuals, families and small businesses create strategic roadmaps leading to personal and professional success.
Nancy has over 20 years of experience in the financial services industry. She has worked in various areas of the business throughout her career including product management, business development, marketing and most prominently as a financial planner. Nancy‘s education has been focused exclusively on finance. She earned two finance degrees, a BS from Rowan University and a MBA from St. Joseph’s University. Nancy is also a Certified Financial Planner™ and a Certified Investment Management Analyst®. Both designations demonstrate her deep knowledge, skills and commitment to the financial planning profession.
Although Nancy works with many types of clients, her practice is now focused specifically on women who have historically been underserved by the financial planning community. Regardless of a woman’s relationship status or circumstances, she believes it is imperative to empower women about financial management, so they can make informed decisions concerning their families, careers, security and personal well-being.
Recently Published
Retirement Planning
March 3, 2018Do you know when you can retire? Do you know how long your retirement savings will last? With the average life span increasing, many of us will have 30 years of retirement or more. • Are you prepared for retirement? • Will your savings and retirement income be enough? • What forms of income will […]
How Can A Financial Advisor Help?
March 2, 2018A Financial Advisor can help you: assess your current financial situation. create a realistic plan to meet your financial goals. understand how to meet your financial and retirement goals. put your financial plan into action and monitor your progress. update your financial plan to grow with your changing needs and goals. If you have any […]
How Much Insurance Do I Need?
March 1, 2018This question requires careful consideration. First, ask yourself: “If I died tomorrow, how much money would my family need?” Insurance reduces risk and provides security for yourself and your family’s future. To know how much insurance you need, you’ll need to consider your lifestyle and what the possible risks are that could affect it. When […]
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Divorced
- Divorced Women
- Gen X
- Widow/Widower
- Women in Transition
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $333+/mo
- Quarterly Fee: $999+/qtr
- Flat Fee: $4,000+/engagement
- AUM: 0.85%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
