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REAL STRATEGIES TO HELP YOU REACH YOUR FINANCIAL PLANS

Comprehensive Financial Planning Services with a CERTIFIED FINANCIAL PLANNER™

You work hard for your money. Let me help you make the most of it.

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FINANCIAL PLANNING FOR YOU
WITH A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Navigate life’s financial decisions with your savings, investments, debt and day-to-day family needs.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am a fiduciary who works with you to create a financial plan that is tailored to your unique needs.


I strive to provide you with all of the tools and support needed to navigate life's financial decisions and help you achieve financial freedom. For 20 years I have helped those in the Tampa Bay area create their financial plans.


Are you ready to get started?

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DEIDRE FERNALD, CFP®

Hi, I'm Deidre!

I want to help you achieve financial confidence and independence!

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As a CERTIFIED FINANCIAL PLANNER™, I adhere to a fiduciary standard. This means that my clients always come first and I am committed to providing you with the highest level of service, integrity, and expertise. My clients know that I am on their side with guidance they can trust that is transparent and unbiased. I offer education, accountability, ongoing guidance and support to ensure you are on the right path to financial freedom.

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Take a look around, explore the various services I offer and schedule time with me!

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YOUR FINANCIAL PLAN

Support for Your Financial Journey

Which route is best for your financial future? You've searched for the answers and with so many options, you aren't sure where to start. Or you just don't have the time to focus on finding the best route for you! I can help you shorten the learning curve with financial education. 

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Navigating life's financial decisions can be difficult and overwhelming, but you don't have to face them alone. We partner together so I can help you make informed decisions and build your financial confidence as you know you are taking the right steps towards financial freedom. 

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You want a CERTIFIED FINANCIAL PLANNER™ professional to take time with you to look at everything in your financial life, answer your questions, prioritize what to work on today and get it done!

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That is what I do! 

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FINANCIAL PLANNING SERVICES

Buying a House
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FINANCIAL
PLANNING

I work closely with you to understand your financial goals and together, we can develop a practical blueprint to help you achieve those goals.

RETIREMENT
PLANNING

Whether you’ve been retired for years or are getting ready for the transition, it’s important to take an active role in planning for your retirement.

SPENDING PLAN AND SAVINGS

Together, we create a spending plan so you know where your money is going every month and you can focus on goals like paying down debt or building savings.

INVESTMENT PLANNING

I help you create an investment plan and educate you along the way so you have a better understanding of how your money is working for you.

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EXISTING CLIENTS

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LINCOLN INVESTMENT CLIENTS

Login to your retirement and investment accounts

FINANCIAL PLANNING CLIENTS

Login to your financial plan

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DEIDRE FERNALD, CFP®

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

www.finra.org 
www.sipc.org 
www.lincolninvestment.com

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.

Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.

Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

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