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YOU WORK HARD FOR YOUR MONEY
I Can Help You Make the Most of It
FINANCIAL PLANNING FOR YOU
WITH A CFP® 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 YOUR plan, based on your needs.
I provide ongoing guidance and support to help you live for today and achieve your financial goals, no matter where you're starting from!
Are you ready to get started?
DEIDRE FERNALD, CFP®
Hi, I'm Deidre!
I want to help you achieve financial confidence and independence!
Since 2004, I have been providing financial planning services to the Tampa Bay community. My goal is to provide you with all of the tools, support, and ongoing financial guidance that can start you on the journey to reach financial freedom.
Take a look around, explore the various services I offer and reach out today!
YOUR FINANCIAL PLAN
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.
You may have savings, probably some debt and you wish you had made more progress by now. When you think about increasing your savings, it's overwhelming because you are juggling today's expenses and worry that saving more will put too much pressure on your monthly needs.
You want a professional to take time with your to look at everything in your financial life, answer your questions, prioritize what to work on today and get it done!
That is what I do!
FINANCIAL PLANNING SERVICES
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 working for years or just getting started in your career, it’s important to take an active role in planning for your retirement.
SPENDING PLAN AND SAVINGS
Together, we can calculate and plan exactly how much money you need to contribute each month so you can arrive at your specific savings goals.
INVESTMENT PLANNING
I combine financial knowledge with purpose-based planning to bring you clarity for where you are today and your investment planning path forward.
EXISTING CLIENTS
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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.suncoastwealthsolution.com
Suncoast Wealth Solutions and the above firms are independent and non-affiliated.