Anne L. McFarland, CFP®, CMC

Daughter, Sister, Aunt, Cousin, Sister-in-law, Friend, An individual who struggles with depression, Introvert, Reader, Hiker, Flat-water kayaker, Essentrics® doer, jigsaw puzzler, Homeowner, Allergy sufferer, Veg forward, Divorced (after 10+ years, can I call myself single??)

I see my role as being a partner with  clients as they navigate changes in life circumstances and situation. Whether experiencing divorce or widowhood, marriage, changing careers, or buying your first (or fifth) house I support clients in adjusting their goals and plan as life happens. I started in financial planning field in 2013 as an Associate Planner and earned the CERTIFIED FINANCIAL PLANNER™ designation three years later. Before becoming a financial planner, I was a librarian working at the National Baseball Hall of Fame, Mashantucket Pequot Tribal Museum and SUNY Oneonta. 

I  am a member of the Women for Women Giving Circle, a grant making organization in Asheville, and serve on the grants committee. I have also served on the Student Membership Committee of the Alliance of Comprehensive Planners to support the next generation of financial planners.

I have a B.A. in Religion from Gettysburg College and a Masters in Library Science from the University of North Carolina at Chapel Hill. I took the CFP® courses through SUNY Cobleskill.

Why?

I LOVE seeing women take control of their finances - from the day-to-day to investing for the long-term. Being a part of the journey as an individual gains clarity concerning where their money is going, confidence in making financial decisions, and courage to create their unique and authentic life gets me out of bed in the morning and working with and for my clients.

My Fiduciary Pledge to You

Holistic in outlook.

I will consider everything I know about your relevant circumstances, family needs, goals, values, and aspirations when making comprehensive planning recommendations.

Professional in conduct.

I will strive to maintain the highest ethical standards possible in my work and life. I will enhance my skills and credentials through ongoing continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.

Educational in nature.

I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to help you understand my advice.

Independent in compensation.

I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.

Committed to your success.

Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals and circumstances change.

Book a Q&A Session

I would love to chat with you to see where you are on your money journey!