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Home > Financial Planner Directory > New Jersey > Basking Ridge > Claudia E. Mott, CFP®, CDFA™

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Claudia E. Mott, CFP®, CDFA™

Epona Financial Solutions, LLC

5 Lyons Mall #176
Basking Ridge, NJ 07920
Phone: (201) 572-2177

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Buying a Home
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Mutual Funds
Insurance
Retirement
Starting a Family
Long-term Care
Sudden Wealth
Women's Finances

How Planner Charges

Fee Only

Considerations: We focus on providing financial planning and coaching services to those wishing to become more knowledgeable about their personal financial situation. We also provide divorce settlement analysis services in all stages of the divorce process.