Nannette Kamien, CFP®, MBA Inspiration Financial Planning LLC
- 5205 Avenida Encinas Suite A, Carlsbad, CA 92008
- (760) 933-7526
About Nannette Kamien, CFP®, MBA
I created Inspiration Financial Planning in 2015 after seeing how hard it was to find affordable, objective, financial advice tailored to my peers and colleagues. My generation is balancing uncertainty in a number of different areas from careers, real estate, and health care costs, to rising education costs, aging parents, and longer life expectancy. It’s more important than ever that we make solid financial decisions as we navigate this uncertainty.
The world has changed as we’ve grown up. No longer do we graduate from college, get a good job with a good company, and retire from there after 30 years with a nice pension and social security benefits.
I know first-hand what it’s like to switch jobs, get married, have a baby, and buy real estate within a span of two years. I understand the challenges you face balancing competing financial priorities like saving for retirement, and saving for college or other goals, while managing variable income, and trying to keep up with all of life’s changes that happen in your 30’s and 40’s. I can help you determine where you stand today financially, and help you plan to achieve YOUR inspiring future.
- College Planning
- Gen X
- Mid-Career Professionals
- Work/Life Balance
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Financial Planning Foundation: $2,000
- Ongoing Comprehensive Financial Planning and Investment Advisory Services: $4,200/year (billed quarterly or monthly)