Quentara Costa, CFP®
Helping the "sandwich generation" prioritize kids, self, and aging parents.
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Serving Clients Nationwide
Helping the "sandwich generation" prioritize kids, self, and aging parents.
Areas of Focus
- Caregiving for Parents
- Cash Flow
- Estate Planning
- Financial Life Planning
- Health Care Planning
- Investment Management
- Retirement Planning
- Taxes
About Quentara Costa, CFP®
With 15+ years of experience, my mission is to answer your questions in a way that makes you feel confident to push past self-doubt. Whether your questions are related to your own financial goals or aging parents, you're covered. I have helped many individuals and couples better understand their current financial circumstances by translating how their income, assets, savings, and goals all converge together to answer any specific questions or uncover any blind spots.Apart from comprehensive planning, I have a specialty in elder care. I've had front-row seats to what it means to age-in-place, choose between assisted living, the proactive approach of buying into a CCRC, and the all too often chaotic move to a rehab/nursing home. And while these decisions impact the lifestyle of an aging parent, implementing any transitions can be most disruptive to those in charge.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Financial Planning (MSFP)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
45 Windkist Farm Road North Andover, MA 01845
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free consultation with POWWOW, LLC using the virtual calendar. The stage is yours to unpack any financial concerns that have been swirling in your head. Maybe you simply want to know if you’re “on-track.” Maybe you have a big decision to make about career, kids, retirement or elder care. Powwow was created to help answer your… “what-ifs.”Offers Investment Management
Yes
About POWWOW, LLC
Working with POWWOW means you come first.Taking control of your finances means so much more than managing investments and creating portfolios. In fact, investments are simply the tool to accomplish your plans and create a legacy.
Doesn’t it make sense to start the process by defining and prioritizing what’s most important in your life?
Knowing where you’re headed and understanding how to get there empowers you to make better decisions and be confident in your direction, which is a pretty great feeling.
Whether it’s having us confirm and critique a path you’ve started or needing guidance on a completely new venture, POWWOW is here to help. When it’s time to implement plan recommendations, Quentara is happy to guide and participate in the process to make sure your best interests are being met.
What to expect as a client:
✅ An ongoing conversational relationship
✅ The opportunity to adjust or outright change your goals
✅ The freedom to invest and bank wherever you’re most comfortable
✅ No pressure to purchase insurance or investment product
✅ A sounding board and advocate for pop-up issues as they arise
✅ The personal touch of a small shop with the resources of a large firm
✅ Technology aggregating all the pieces of your life in one convenient spot
Education
Bentley University - McCallum Graduate School of Business; Bachelors, Corporate Finance and Accounting
Volunteer Experience
Apart from office work, I enjoy working within the community to provide financial literacy and guidance. In 2016 I created the Facebook group “Merrimack Valley Seniors and Caregivers.” This is a dedicated forum for local families and professionals to problem-solve, share resources, and learn about upcoming events. Please join if you feel you can benefit by receiving support and connecting with others. Over the last few years, I’ve also been invited to create presentations and speak on a wide range of topics, including financial planning fundamentals, women in the workplace, and elder care planning. Looking forward, I’ll serve my fourth year on the North Andover Council on Aging as secretary.
Hobbies and Interests
- Family
- Traveling
- Walking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Caregivers
- Couples
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Parents
- Widow
- Young Families
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5 Stars
5 Stars
Quentara has been an invaluable resource for our retirement and financial planning giving us peace of mind!
5 Stars
Home Health Administrator
5 Stars
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