Susan M. Tillery in the October issue of the Journal of Accountancy.

Oct. 8, 2009 - PRLog -- Susan M. Tillery, President and CEO of Paraklete Financial, Inc. (TM), was part of a panel of  personal financial planning specialists reflecting on their experiences from the past year and their outlook for the future. Susan discussed Paraklete Financial, Inc.'s(TM) conservative philosophy and  their partnership with the client's existing financial advisors. Susan also discussed the incredible opportunity that currently exists for CPA firms to grow their practices through financial planning.

Susan M. Tillery is President and CEO of Paraklete Financial, Inc. ™   Susan has over 25 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families.  Her firm offers true fee-only financial planning; there are no products sold and no assets managed.  Paraklete Financial, Inc’s™ focus is on independence and objectivity in order to be the client’s financial advocate.  Ms. Tillery’s experience in a multi-family office where she provided a broad array of financial services to affluent families, together with her work at Arthur Andersen and other financial firms provided the framework for Paraklete.
Prior to joining Paraklete, Ms. Tillery was a Principal of Harris myCFO, Inc., and was responsible for the development and delivery of comprehensive family office solutions for the firm’s individual and family clients.

Ms. Tillery speaks on the topics of: Financial Planning, CPA’s and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship.

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Paraklete Financial, Inc. (PFI) is a nationwide “fee only” and not fee based comprehensive financial planning firm. The firm’s clients are business, charities, estates, individuals and trusts.