image-from-rawpixel-id-1217980-jpeg
Annie
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

Unverzagt
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
Headshot FTA - Simi Mandelbaum
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
Daniele-Off - DANIELE BEASLEY
Daniele Beasley
Twenty Concierge Wealth Management
Compulsive spending, Children and Adolescents, Stress, Financial secrets
Business Owners, Entertainment, Tech
English
Coaching, Financial Planning, Investment Management
Financial