Amanda Connaughton
- Role
- Financial Planner at Financial Solutions
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Amanda Connaughton
I am a CERTIFIED FINANCIAL PLANNER® for Financial Solutions, an independent financial…
Experience
Financial Planner
May 2020 — Present
Financial Solutions is an independent financial planning firm in La Grange, KY. We proudly serve individuals, families, and small businesses in creating, implementing, and monitoring personalized financial solutions. We offer highly personalized service and care, specifically tailored for your situation. Aide clients in discovering their short, intermediate, and long-term goals and give actionable advice to help them achieve those goals. Lead advisor for 120+ client relationships. Walk beside clients through the entire new client process from the initial meeting to the financial plan and recommendations to ongoing reviews thereafter. Prepare financial reports for clients and utilize retirement planning software (MoneyGuidePro, RightCapital) to run retirement projections. Lead periodic reviews with clients to implement any financial recommendations, review their current situation, and adjust for any life changes. Manage investment portfolios for clients based around their time horizon, risk tolerance, and goals.
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