Welcome to Sandra Gilpatrick, CFP ®,CDFA™,
Wealth Consultant, LPL Financial
Who are my clients?
My goal is to help empower women to feel financially confident. I am focused on helping professional women born 1964 or younger who live or work in Boston with their unique financial needs. I aim to help make finances more understandable for my clients. It is important to be comfortable working together, as forming long-term relationships with clients is a core objective of my practice. I strive to create a thoughtful experience I would enjoy as a client:
- Objective advice that puts clients interests first
- Transparency in how I am compensated
- Availability for appointments after work and weekends to fit clients’ busy schedules
One way I thank my clients is by hosting appreciation events. I intend to add value by sharing topics I hope will improve their lives. I am a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST ® with over 20 years of industry experience. Women often contact me before life changing events including switching jobs, having a baby, inheritance, or marital change. I welcome prospective clients to call my office (617) 314-7575 or email email@example.com.
I look forward to hearing from you!
Click here to learn more about me.
Read about my appearance as a panelist for the Women Willpower Summit
All entities and presenters are separate and not affiliated with LPL Financial
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Simple steps may help you foil hackers and protect your privacy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When to start? Should I continue to work? How can I maximize my benefit?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Even if you’re young and single, you should still consider protecting yourself.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.