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. 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
How to care for the elderly during Coronavirus mania
March 14, 2020If you’re related to a loved one in the hospital, rehab or living in a retirement community, you may have received a message by now that they’re limiting non-essential visits. In some cases, they’re limiting almost all visits apart from in-house medical staff. This is for the best, as we now know the most affected […]
The post How to care for the elderly during Coronavirus mania appeared first on North Andover Financial Planner | Powwow, LLC.
The Markets and Coronavirus
March 13, 2020What’s happening? The last couple weeks have certainly been rough on everyone. Stock markets across the world have been on a downward spiral with bouts of rallying that don’t seem to last long. The headlines regarding the Coronavirus were the primary culprit. While equity markets struggle, traditional safe havens like US treasuries saw yields fall […]
The post The Markets and Coronavirus appeared first on North Andover Financial Planner | Powwow, LLC.
3 Factors cause almost a 100% chance of seniors falling
February 4, 2020I recently read Being Mortal by Atul Gawande, MD. His insight perfectly blends medicine and emotion when it comes to the inevitable challenges of aging. What struck me most was a passage related to seniors falling. “The danger for her was losing what she had. The single most serious threat she faced was not the […]
The post 3 Factors cause almost a 100% chance of seniors falling 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%
