Pages
- Anne Marie Consentino CFP® Financial Planning Professional
- Ben Ferguson JD Financial Planning Associate
- Blog Posts
- Client Forms
- Compound Growth Calculator
- Contact Us
- Financial Planning Career Opportunities at Arrivity
- Financial Planning Frequently Asked Questions
- Home
- Impact of AUM Fees Calculator
- Impact of Tiered AUM Fees Calculator
- John Goddard Financial Planning Pioneer
- Meet Our Team of Financial Planners and Advisors
- Nancy Dienes, CFP®, MBA Financial Planning Professional
- New Clients: Begin Your Financial Planning Journey
- News
- Newsletters
- Our Client-Focused Financial Planning Approach
- Ralph “Ted” White, CFP® Financial Planning Professional
- Retirement Withdrawal Calculator
- Returning Clients
- Sandra Jones, CFP® Financial Planning Professional
- Sitemap
- Start Your Financial Planning Journey Today
- Sydney Fisher Client Relations Expert
- Tyler Donnelly, FPQP® Financial Planning Associate
- Who We Serve
Categories
Posts
- States that are Dying to Tax You
- Get the Most Out of Tax Changes
- Know Your IRAs: For Today and the Future
- Mom and Her Money
- Invest Your Values
- Ted White, CFP® Featured in Kiplinger!
- When Napkin Math Falls Short
- Health Insurance Changes are Hard to Ignore
- Arrivity Financial Planners Demystify the Options Around Taking Social Security and What to Consider When Deciding When to Take Social Security
- For People with College-Bound Children, We Help to Develop Savings Plans for College Prior to High School Graduation
- Retire Your Way
- Arrivity Financial Planners Help Clients Reduce Concentrated Stock Positions to Maintain Diversified Portfolios
- Arrivity Financial Planners Reveal Spending and Savings Trends with Year-To-Year Progress Reports to Bolster Confidence
- Arrivity Financial Planners Inform Clients of Unique Investment Vehicles They May Have Access to so They Can Save for the Future
- We Act as Ballast During the Turbulent News Cycle, Recessions and Elections, Able to “Talk Clients Off The Ledge” to Stay-The-Course and Stay Invested
- We Help Clients Optimize Investment Portfolios with Passive Investing Strategies That Match Selected Indices and Suballocations, Seeking Better Long-Term Returns and Less Volatility Than Actively Managed Funds
- After the Loss of a Partner
- We Encourage Clients with “Action Items” (i.e. homework) to Save More, Spend More, Spend Less and/or Obtain Estate Planning Documents and Insurance Policies to Minimize Anxiety and Maximize Happiness
- We Evaluate Tax Planning Opportunities for you Both Before and After Retirement
- We Help Clients Visualize the Power of Compound Growth with Tables, Graphs and Projections
- In the Event of Losing a Spouse or Close Loved-One, We Provide a Strong Financial Foundation, Ensuring All Financial Details During This Difficult Time Are Managed With Care and Sensitivity
- So They Want to Pay You in Stock…
- We Help Clients Reduce Costly Fees While also Identifying Opportunities to Maximize Growth Through Improved Interest Rates and Investment Strategies
- We Work Closely with Clients to Clarify Their Financial Aspirations, Develop Personalized Strategies, and Guide Them Toward Achieving Their Long-Term Goals
- Our Financial Plans and Planners Offer Clients Peace of Mind, Ensuring you have the Financial Security and Confidence Needed to Navigate Life’s Different Phases
- We Help Clients View Money as a Tool to Help Them Reach Their Ideal Life Instead of Something to Fear or Ignore
- We Empower Clients to Spend Money on Things That Bring Them Joy
- Take the Bite Out of Inflation
- We Make Estate Planning Easier by Helping Clients Build a Financial Plan
- We Help Clients Assist Their Parents and Children with Their Finances
- We Help Clients Understand Their Gifting Capacity
- Market Selloff
- Make This a Less Taxing Tax Season
- We Don’t Sell Investment or Insurance Products, Allowing our Clients to Trust and Share More With Us
- We Stay up to Date on Industry Changes (SECURE Act, etc.) and Discuss the Relevant Impacts When We Meet with Clients
- We Encourage Better Savings Habits, Which in Turn Builds a Stronger Financial Plan and Financial Confidence in our Clients
- We Talk to Clients in Plain English, Avoiding Confusing Industry Jargon and Refusing to Gatekeep Financial Concepts
- We Help Clients Understand what their “Nest Egg” Means from a Retirement Income Standpoint
- Show Your Love with Estate Planning
- We Help Couples Talk About Money and Financial Goals Together
- Big Renovation Plans for 2025
- There’s No Way to Plan for This
- A Prescription for Uncertain Times
- Fearless Wild Ride
- From Renting to Home Ownership: Choose Your Adventure
- Make Tax Day Less Taxing
- Take Stock of Company Stock
- Only DIY the Things You Love
- Got Student Loans? You’re Not Alone
- Inter-Generational Gifting: Strings or No Strings?
- Kids These Days
- Your Financial To-Do List
- Be the Boss of Your Money
- Accounting for Your Health
- Winning Big and Scamming Big
- Love, Honor…and Spend Wisely: Money and Marriage
- Surprise! Life is Unpredictable
- Phone a Friend is Not Always the Best Plan
- Vacation Home Dreamin’
- They’ll Always Be Kids to You
- Taking the Leap into Early Retirement
- Build Your Plan Around Your Goals
- Giving that Gives You Joy
- Let Your Retirement Plans Know Who’s Boss
- Investing in your Child’s Future Dreams
- Permission to keep caring about Social Security
- Just When You Thought it was Safe to Breathe: Inflation and Your Portfolio
- When World Events Rock the Stock Market
- It’s time to talk to your parents about…money
- Into house and home
- Map Life’s Adventure with a Financial Plan
- What does risk tolerance mean?
- Announcements from Arrivity® Financial Planning – January 2022
- The Road Ahead – December 2021
- New Washington Long Term Care Trust Act
- Goddard Financial Planning is now Arrivity Financial Planning
- CARES Act Commentary
- SECURE Act Commentary – January 29, 2020
- Goddard Financial Planning Newsletter – August 15, 2019
- Market Commentary – December 2018
- Recommendations for Identity and Credit Protection
- John Goddard’s Blog – May 11, 2016
- Beware of unsolicited offers to buy your home ‘cash, as is’
- Aspiring School Counselor Struggles with Debt
- Powerball windfall: Strategies for the suddenly wealthy (Komo News)
- Paying for Son’s College weighs on Serious Kenmore Savers
- John Goddard’s first retirement report.