You don’t have to be an expert in finances to build your wealth, invest in your future, and protect your assets. But you do need experts you can trust to guide you.
Those experts are the team at Pulse Wealth Management, led by Certified Financial Planner(CFP) Melany Goodhue®.
Why can you trust us?
CFPs are bound by a duty to put their client’s interests first, ahead of their own and all other interests. It says that — word for word — right in the Standards of Professional Responsibility that all CFPs are bound by. That means that our first motivation is to help you reach the most success possible. Not only do we believe in providing unbiased advice that benefits our clients before ourselves, we are professionally obligated to do so.
You should always feel like you have all the power when it comes to your financials – and knowledge is power. When you work with us, you can see every single step of your financial plan in clear, understandable detail. And if there is anything you want to understand more deeply, or another scenario that you want us to run, all you have to do is ask. We meet regularly so there is lots of accountability on both sides.
Trust is integral to any long-term relationship – and long-term relationships are exactly what we do. You are more than your money. You are a human being with values, and those are just as important (if not more than!) as your money. Our relational, rather than transactional, approach means your values and your goals are what defines your decisions… not just the numbers.
When you work with us, you will always know that:
…all the while, feeling educated, informed, and empowered.
At Pulse Wealth Management, we have close working relationships with a team of financial experts including:
That means that your financial plan will be informed by all the knowledge this team of powerhouses brings to the table.
Do you believe in:
If that sounds like you, then we will definitely work well together.
As a child, Melany was given the gift of a smile by a stranger. That gesture irrevocably changed her life and outlook on giving. Although she will never reveal the name of her generous donor – as she promised! – she founded the Smile Fund, through which local children receive the dental and orthodontic care that they need but would not otherwise be able to afford. A portion of every plan is donated to this fund. Not only will you accomplish your own financial goals, you will also help children in your community.