Quentara Costa, CFP®, MSFP POWWOW, LLC
- 45 Windkist Farm Rd, North Andover, MA 01845
- (978) 685-7526
- QuentaraCosta@powwowllc.com
- 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. In 2018 she will focus on creating video content to support her writing. Follow her on social media and reach out to schedule a free consultation.
Recently Published
Everything Child-Related to the new “SECURE Act”
January 13, 2020The SECURE Act was signed into law on December 20, 2019. Many changes were made that will materially impact retirees, 401(k) plans, and families. So instead of diving into everything all at once, today I’m focusing on how this piece of legislation affects children. Penalty-Free Withdrawals for Birth or Adoption of Child Congratulations if you […]
The post Everything Child-Related to the new “SECURE Act” appeared first on North Andover Financial Planner | Powwow, LLC.
The History and Business of Valentine’s Day
January 13, 2020According the NRF, we are expected to set a record at $20.7 billion spending in 2020, despite fewer people celebrating the holday. When we were in elementary school, most of us have fond memories of receiving cards and candy on every February 14th. We would bring a decorated shoe-box to school and by the end […]
The post The History and Business of Valentine’s Day appeared first on North Andover Financial Planner | Powwow, LLC.
Vets, Don’t Miss Out on “Hidden Benefits”
January 9, 2020As a veteran you may feel like you’re participating in an Easter egg hunt to find all your benefits. This may be because most state funded organizations focus on housing, education, career training, and networking. While these are amazing programs, there are other little known benefits that require application, a financial review, and can sometimes […]
The post Vets, Don’t Miss Out on “Hidden Benefits” appeared first on North Andover Financial Planner | Powwow, LLC.
Ideal Clients
- Caretakers
- Gen X
- In Transition
- Special Needs
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
Fee Options
- Monthly Fee: $100+/mo
- Hourly Fee: $150/hr
- Flat Fee: $1500+
SEC Records
States Registered
- Massachusetts
