Powwow

At Powwow LLC, we believe in the power of proactive financial planning to create a brighter future. We partner with individuals and families in the "Sandwich Generation" - those juggling the demands of supporting aging parents with the pursuit of their own aspirations.

Who We Are

Led by Quentara Costa, a Certified Financial Planner (CFP), Powwow LLC operates on the core principle that your financial journey is unique. We take a personalized approach to understand your individual goals, anxieties, and aspirations. Our mission is to empower you with the knowledge, strategies, and confidence you need to navigate your financial landscape with clarity and purpose.

1. Hourly Financial Planning

Our customized plans address your specific needs and aspirations. We'll work together to:

• Analyze your financial situation and goals
• Develop a roadmap for achieving your financial dreams
• Create a budget and track your progress
• Prioritize investments and retirement planning
• Address elder care concerns and estate planning

2. Investment Management

We offer customized asset management services to support your financial goals and risk tolerances.

3. Navigating Elder Care

We can help you:

• Understand the financial implications of caring for aging parents
• Create a plan for paying for long-term care expenses
• Navigate Medicaid eligibility and other financial assistance programs
• Explore options for assisted living or other care arrangements

Our Approach

We believe in open communication, transparency, and collaboration. We utilize interactive tools and technology to illustrate your financial picture, explore different scenarios, and make informed decisions together.

Why Choose Powwow LLC

• Fee-Only Fiduciary: We are committed to working in your best interests, without any commissions or hidden fees.
• Personalized Attention: Your needs and goals are unique. We take the time to understand you and your financial journey.
• Client-Centered: We are committed to open communication and shared decision-making throughout the process.

Let's Work Together

Contact us today to schedule a complimentary consultation and discover the power of proactive financial planning with Powwow LLC.