Annie McQuilken, MS, CFP®, CFT™
Forever Financial Advisors, LLC
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16 Greenwich Park, Unit 2
Boston, MA 02118
Issues and needs
Anxiety, Wealth inequality within the family system, Stress, Family conflict, Financial secrets
Occupational specialties
Business Owners, Academics, Attorneys, Teachers, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses, Pre Marriage
About
Professional Specialty Areas
Issues and needs
Anxiety, Wealth inequality within the family system, Stress, Family conflict, Financial secrets
Occupational specialties
Business Owners, Academics, Attorneys, Teachers, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses, Pre Marriage
Languages
English
Religious/Spiritual
Disability/Ability
Sexuality
Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual
Racial Identities
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
About the Practitioner
Primary Professional Orientation
Financial
Delivery Method
Virtual, Telehealth, In person
Country
USA
Service Area
Massachusetts
Type of Service
Financial Planning, Investment Management, Estate Planning
Practitioner Gender
Female
Fee Structure
Flat fee, Assets under management
Practitioner Designations and Qualifications
Financial Therapy Designations
Mental Health Designations
Financial Designations
Certified Financial Planner, Certified Financial Therapist
Education
Masters in Financial Planning, Graduate Certificate in Financial Therapy
Similar FTs
Dr. Moira Somers
Money, Mind and Meaning Consulting Ltd.
Sudden money, Cross social class marriages/relationships, Wealth inequality within the family system, Wealth Coaching
Business Owners, Therapists, Professional athletes, Entertainment, Family Businesses, Family Businesses/Family Enterprises, Pre Marriage
English
Mental health
