What impressed me most about Beck Bode when I was first introduced to the firm was their disciplined analytical approach to investing. It was important to me that my private practice clients would now have the opportunity to take advantage of these proven investment strategies.
I earned my Certified Financial Planner ™ (CFP®) designation in 1997. Before joining Beck Bode I had run a solo fee-only financial planning practice for 12 years – doing everything myself – including compliance oversight; investments; tax and retirement planning and estate planning. As time went on, I decided that I wanted to align myself with a firm that could provide me with back office and investment support. This would allow me to concentrate on working directly with my clients on financial planning.
Beyond a solid investment strategy, Beck Bode has implemented a back office infrastructure, team and service workflow that I can rely upon. This not only takes a huge weight off of my shoulders, it also provides my clients continuity and service.
The fact that Beck Bode is fee-only is critical to me. I remain committed to the fee-only approach, not accepting commissions or other types of compensation for any investment, insurance or other financial product that I might suggest to a client.
It is important for me to know that I have entrusted my affairs to good people, who have the right skills and moral compass. I know that’s what my clients consider when they choose to work with me.
In 2016, my husband Allan and I moved to beautiful Kennebunkport, Maine– our long-term vacation destination, which we are now proud to also call home.
CREDENTIALS AND OTHER TRIVIA
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
- Northwestern University, Bachelor of Arts in Economicse
- Member of the Financial Planning Association (FPA)
- Member of the National Association of Personal Financial Advisors (NAPFA)