Martha is dedicated to delivering professional-level, fee-only advice while acting as an advocate for her clients. Her passion is helping people make the transition from full time work to retirement, a second act or encore career for those ages 50 and over. This new lifestyle may include more leisure, part-time work, independent consulting, not-for-profit work, and community service, or any other path you choose. Planning can help near-retirees and post-retirees manage their finances to navigate a gradual shift into and through retirement–helpful for those who work to remain engaged, mentally, physically and socially and not solely for financial benefits. Clients benefit from her 25-plus years of experience advising on financial planning, taxes and investments to help make smart money decisions. She also has specialized experience working with trust and estate fiduciaries, and beneficiaries to address administration, distribution and tax issues unique to these pass-thru entities.
Martha enjoys speaking to groups for educational and pro-bono causes and has addressed community groups, professional associations and donors. She makes herself available to talk about planning for career transitions, active retirements, income taxes, retirement planning and other topics focused on their interests.
Martha is a Certified Public Accountant and a Certified Financial Planner™ professional and holds an MBA from Pace University. Her extensive financial background includes experience at a Princeton, NJ investment advisory firm, managing her own tax and financial planning practice and as a manager at a CPA firm serving high net worth individuals, families and trustees. She began her career at Coopers & Lybrand, one of the predecessors to Pricewaterhouse Coopers. When not working, Martha enjoys bicycling, reading and the beach.
Partners for Planning, LLC
Specializing in high-quality retirement, financial and tax planning for near-retirees and retirees that challenges mass-market advice. Increasingly, people seek a change in their lifestyle or second act, that is, a more gradual transition from full time work to a reduced schedule or an entirely different career before fully retiring. Changing your lifestyle to afford a balance between work, interests and leisure along with longer lives requires informed decisions. We help you manage your finances, investments and tax liabilities to navigate these different phases for those 50 years old and over.
Why Choose Us?
We are proud to be members of the National Association of Personal Financial Advisors (NAPFA). NAPFA has some of the strictest guidelines possible for professional competency and Fee-Only compensation.
As a fee-only firm we do not accept commissions. Our only compensation comes from our clients so we only work for you.
An important part of financial planning is tax planning – managing your tax liabilities and considering changes in the law that may reduce or defer your tax liabilities. We will bring key tax issues to your attention so your plan will take this into consideration.
Partners for Planning is not owned by or affiliated with any insurance company, brokerage firm, mutual fund company, bank or other financial services company. There is no pressure to use proprietary (in house) investments.