Quentara Costa, CFP®, MSFP POWWOW, LLC

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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.

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Recently Published

What you need to know about Securing a Strong Retirement Act of 2021

September 17, 2021

SECURE Act 2.0 focuses on incentivizing people to save more for retirement. But will it be passed?

The post What you need to know about Securing a Strong Retirement Act of 2021 appeared first on North Andover Financial Planner | Powwow, LLC.

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Understanding Medicare IRMAA Brackets and How to Plan Early

September 14, 2021

Planning ahead for IRMAA surcharges has become more important as the bracket tiers narrow and Medicare premiums increase.

The post Understanding Medicare IRMAA Brackets and How to Plan Early appeared first on North Andover Financial Planner | Powwow, LLC.

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Can insurance companies charge the unvaccinated higher premiums?

August 21, 2021

Given the average cost of a COVID-19 hospitalization in 2020 ran about $42,200 per patient, will the unvaccinated be asked to bear more of the cost of treatment, in terms of insurance, as well?

The post Can insurance companies charge the unvaccinated higher premiums? appeared first on North Andover Financial Planner | Powwow, LLC.

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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%

SEC Records

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