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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Important items to consider when purchasing condo insurance.
A letter of instruction provides additional and more personal information regarding your estate.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
Recent changes in estate tax laws could affect the strategy you have in place.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you found yourself suddenly single? Here are 3 steps to take right now.