Annie McQuilken, MS, CFP®, CFT™
Annie McQuilken, MS, CFP®, CFT™
Forever Financial Advisors, LLC

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, New York

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

Education

Masters in Financial Planning, Graduate Certificate in Financial Therapy

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