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 firstname.lastname@example.org.
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
Building Your Legacy
A four-step framework for building a personal legacy.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The true cost of raising a child may be far more than you expect.
A letter of instruction provides additional and more personal information regarding your estate.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here are five facts about Social Security that are important to keep in mind.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
It’s never a bad time to speak with your financial advisor about changes in your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
If you died, what would happen to your email archives, social profiles and online accounts?