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Contact Us and/or Get On Our Calendar

Protect your time, by participating in progressive financial planning using smart technology and cost-effective strategies.

While we offer face-to-face meetings when possible and as needed, the majority of our interactions will be executed virtually.

Karen Melo Ticas, CFP®, RICP®


(877) 568-7526

To schedule an appointment to meet with Karen, visit

(Click/tap on my name or photo to find a contact card. Simply download the file and save to your address book.)

Stacie Nunes

Client Care Admin. Associate

(877) 568-7526

Stacie ensures that our clients receive prompt attention. Whether you’re just getting started with us, completing a product/service application, updating information or scheduling an appointment, Stacie is here to assist.

Jazmine Mallozzi

Donation Coordinator

Jazmine runs our donation program for non-profit organizations wanting a service package for their Silent Auction.

Click HERE to learn more about donation requirements and make a request for your fundraiser.

<b>Client Care Commitment</b>

Client Care Commitment

Our team and our clients are top priority. 

So that we can provide excellent service, please note the best ways to reach us for the quickest response:

1)  The best way to reach us is by email. 

2)  Alternatively, or for urgent matters, call (877)568-7526 / (877) KMT-PLAN between 9AM and 5PM, Monday through Friday.

3)  To schedule time with Karen, please visit

Our team will respond to messages as soon as we can; by the end of the next business day at the latest.

As I encourage all my clients to do, I respect personal time with my family on nights and weekends, apart from designated weeknights. I’ll make every effort to accommodate special requests when possible.

Make an Appointment

Our Mailing Address is 501 Wampanoag Trail, STE 200, East Providence, RI 02915. If a meeting in-person becomes necessary, you may find a list of available offices HERE.

To Transmit a Secure File, Upload to Our Box Cloud Folder

Box is a secure and easy to use content-sharing tool for remote collaboration.

Files are only viewable by my immediate teammates and uploads only have one location that they can go to, using my personalized link.


Not quite ready to schedule an appointment but want to learn more about what we do?

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