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
Second Opinions: When to Call a Doctor vs a Medical Advocate
January 20, 2021When receiving treatment options for a diagnosis, learn when you may want to reach out to a doctor vs a health advocate.
The post Second Opinions: When to Call a Doctor vs a Medical Advocate appeared first on North Andover Financial Planner | Powwow, LLC.
Finding Financial Aid for Private Schools
January 12, 2021With COVID-19 forcing remote and hybrid learning models, many families are considering private school options. Read about how K-12 schools may offer financial aid.
The post Finding Financial Aid for Private Schools appeared first on North Andover Financial Planner | Powwow, LLC.
What Can the Best/Worst Stocks of 2020 Tell us?
January 12, 2021The 2020 performance for the major U.S. indices was nothing short of impressive, especially given the headwinds of COVID-19 and the drama surrounding the presidential election.
The post What Can the Best/Worst Stocks of 2020 Tell us? 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%
