Annie McQuilken, MS, CFP®, CFT™
Forever Financial Advisors, LLC
Get in Touch
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
Tara Tussing Unverzagt
South Bay Financial Partners
Relationships/Family, Anxiety, Retirement, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets
Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises
English
Coaching, Financial Planning, Investment Management, Estate Planning
Financial
Simi Mandelbaum CFT-I, AFC, FBS
PROSPR Financial Wellness LLC
Relationships/Family, Anxiety, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Digital nomads, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses/Family Enterprises, Pre Marriage
English, Yiddish
Coaching
Financial
