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YOU WORK HARD FOR YOUR MONEY
I Can Help You Make the Most of It
FINANCIAL PLANNING FOR YOU
Navigate life’s financial decisions with your
savings, investments, debt and day-to-day family needs.
As a CERTIFIED FINANCIAL PLANNER™ professional, I work with you to create a plan around you, with 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!
Welcome! 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 SITUATION
Who are you?
Driven and successful in most areas of your life, you're still trying to figure out your financial future with investments, savings and retirement planning. You've asked Google for the answers but with so many different answers, you are not sure which financial planning route is best for you.
You have savings, maybe some debt and you wish you had made more progress by now. When you think about increasing your savings, it's quite the task because you are juggling expenses and worry that saving more will put too much pressure on your monthly needs.
You want someone to look at everything to highlight the success you've had and what areas need more attention.
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.