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FINANCIAL & INVESTMENT PLANNING

Embrace Your Financial Future with Confidence

Deidre Fernald, CFP, offers expert financial and investment planning advice. She is dedicated to helping you meet your financial goals by creating detailed plans tailored to your own unique circumstances. She considers a variety of topics such as budgeting, retirement, college funds, and life insurance in order to assist clients on the path to achieving financial success.


Deidre's services are designed to provide guidance toward informed decision-making with clear steps for implementation. Investing in yourself with the help of a knowledgeable professional like Deidre pays dividends in peace of mind and long-term security.


Learn more today about how she can help you maximize your potential!

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CERTIFIED FINANCIAL PLANNER IN TAMPA BAY

Maximize Your Financial Potential with Deidre Fernald, CFP

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FINANCIAL PLANNING

12 Month Partnership: Plans from $1,800
(based on complexity)

I design a plan around your lifestyle, tackling your top priorities with education and accountability along the way. 

Spending & Savings Plan

Debt Management Plan

Family & Education Savings

Retirement Planning

Family Protection

Investment Planning

Includes up to twelve (12) scheduled meetings with

unlimited calls and messages. 

RETIREMENT PLANNING

12 Month Partnership: Plans from $1,800
(based on complexity)

In my retirement planning partnership, I will help answer: 

When you can retire

How much you can spend in retirement

How much to save for a comfortable retirement 

Strategies to help keep more of your savings

Includes four (4) scheduled meetings with unlimited calls and messages. 

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SPENDING & SAVINGS PLAN

4-Step Process: Plans from $1,100
(based on complexity)

The Spending & Savings Plan helps bring awareness

to where your money is going and how to:


Balance expenses you need to live

Pay down debt

Increase your savings

and

Still have fun! 

INVESTMENT MANAGEMENT

Up to 1.83% of Assets Invested

Investing can be overwhelming but we know how important it is for your future. 


I can help you compare your options on how and where to invest your money based on your future plans for your money and lifestyle.

*Other account fees, fund expenses, brokerage commissions and service fees may apply.

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