Broker Check

Get In Touch

Karen Melo Ticas, CFP®, RICP®

Financial Advisor

(877) 568-7526

karen@planningforgood.net

To schedule an appointment to meet with Karen, visit https://calendly.com/planningforgood

(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@planningforgood.net

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@planningforgood.net

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)  Email is checked Monday through Friday at 8AM, Noon and 4PM.

2)  Alternatively, or for urgent matters, call (877)568-7526 / (877) KMT-PLAN between 9AM and 6PM, Monday through Friday.

3)  To schedule time with me in person or by phone, please visit https://calendly.com/planningforgood

Our team will respond to messages as soon as we can, within 24 hours at the latest, during normal business hours.

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



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.

*** BOX UPLOAD LINK HERE ***


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