
Initial Zoom Consultation with Lily Fallah, ChSNC®
30 minutes
As a Chartered Special Needs Consultant, Lily specializes in working with families with special needs. Her desire to help others extends to all client interactions including:
- Special needs financial planning
- Tax strategizing & positioning for sale (Business Owners)
- Tax-efficient retirement saving & distribution planning
- Milestone planning for young professionals and families
- Analysis of current & future real estate investments
- Tax-efficient wealth transferring
- Investment management and portfolio construction

Initial Zoom Consultation with Chelsea Newell, CFP®, FBPS™
30 minutes
As a Certified Financial Planner and Financial Behavior Planning Specialist, Chelsea specializes in the following areas:
- Retirement accumulation and distribution planning
- Real estate acquisition and management
- Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
- Tax mitigation strategies for business owners
- Investment management & portfolio construction
- Correcting negative behaviors and habits with money
- Business succession planning
- Wealth preservation and transfer
- Aligning philanthropic goals with financial planning objective

Initial Zoom Consultation with Amanda Pecot, AIF®, CDFA®
30 minutes
As a Senior Investment Advisor and Financial Planner, Amanda specializes in the following areas when working with her clients:
- Investment portfolio design
- Retirement accumulation and tax-efficient distribution planning
- Real estate portfolio analysis
- Family and college planning
- Loss of spouse and family transitions
- Divorce financial planning and Moore-Marsden calculations
- Veteran and military benefit maximization