Tammy Goodman, CFP®, MBA Tammy Goodman Financial

About Tammy Goodman, CFP®, MBA, CECP®

Over 20 years of my career has involved working with financial programs for executives and high net worth individuals in different capacities and environments. I have been labeled an ace in the executive compensation arena, having spent many years at public companies in different capacities in the development, execution and administration of executive compensation and benefit programs. My days have been filled with uncountable consultations about how equity awards work, and translating the ins and outs of nonqualified benefits (like deferred compensation and supplemental retirement programs), and helping departing executives navigate the complexities of their company benefits following employment terminations. I understand how the abstract concepts of an employer’s executive compensation programs actually translate into “in your wallet” outcomes.

My background also includes extensive experience with life insurance, serving clients in the analysis and service of custom-designed life insurance policies.

I have also dedicated time volunteering as a financial mentor, assisting young women set priorities, identify spending patterns and tackle consumer debt.

Because of my passion to for helping others with personal finance, I established Tammy Goodman Financial, LLC, to offer financial planning services complimented by the uncommon knowledge of unique benefit programs.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Executives
  • Equity Recipients (RS/RSU SOP ESPP)
  • Single Women

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $1,500+/engagement
  • Hourly Fee: $200+/hr
  • AUM: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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