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Joseph L. Goodman, CFP®, CPA, CSA

Financial Planning Matters LLC

21 Round Hill Dr
Fairfield, CT 06824
Phone: (203) 727-4289

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Retirement
  • Startup

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Certified Senior Advisor (CSA)

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.