Quentara Costa, CFP®, MSFP POWWOW, LLC
- 45 Windkist Farm Rd, North Andover, MA 01845
- (978) 685-7526
- DhragnenPbfgn@cbjjbjyyp.pbz
- http://www.POWWOWLLC.com
About Quentara Costa, CFP®
For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family’s net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you’ve come to the right place.
Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.
Recently Published
A Refresher on Medicare Plans
October 14, 2020Open enrollment is here, but not all the rates for 2021 have been listed yet due to pending legislation! So as I offer every year, here is my latest recap that goes over the different Medicare Part/Plan options and their costs: Part A Hospital Insurance: There is no premium to people (and usually their spouses) […]
The post A Refresher on Medicare Plans appeared first on North Andover Financial Planner | Powwow, LLC.
Halloween Tips from a CFP®!
October 7, 2020Halloween is my favorite time of year because it offers certain qualities other holidays lack: It’s an opportunity to be creative and try a new look. If your new look goes awry (like dying your hair red and it fading to pink), your office is usually pretty forgiving because you’re a good sport for even […]
The post Halloween Tips from a CFP®! appeared first on North Andover Financial Planner | Powwow, LLC.
Budget Basics for College Students
September 20, 2020One extracurricular activity that every student can master while in college is personal money management. Typically, a student’s daily spending is done on an improvised basis, meaning that overspending is often the norm rather than the exception. A number of necessary, but unexpected expenses, can throw accounts off-balance right at the start… “According to the […]
The post Budget Basics for College Students appeared first on North Andover Financial Planner | Powwow, LLC.
Ideal Clients
- Caretakers
- Cash Flow/Budgeting
- Elder Care Planning
- Gen X
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $150+/mo
- Hourly Fee: $225+/hr
- Flat Fee: $2,250+/engagement
- AUM: 0.75%
