The session, entitled "Implementing Personal Financial Planning Services: Step-by-Step Plans for Success," will provide attendees an understanding of the steps needed in order to add, expand or formalize a successful PFP practice within their firm. This session is being held all day Saturday, January 19th and Sunday, January 20th.
Paraklete® Financial, Inc. is a "true fee-only" financial planning firm. PFI provides comprehensive financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs around the country with the integration of comprehensive financial planning into their practices.
Ms. Tillery leads a comprehensive financial planning practice with offices in four states. Her firm's compensation model utilizes an annual retainer fee, as well as hourly fees. A key component of Susan's practice is utilizing the Multi-family Office model, including plan implementation, as well as the coordination of all the client's financial and legal advisers.
Ms. Tillery has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. 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® Financial, Inc.
Susan earned her bachelor’s and master’s degrees in Accounting, with a specialty in Tax, from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).
Susan is a member of both the Georgia Society of CPAs and the American Institute of CPAs (AICPA). In addition, she is a member of the AICPA Personal Financial Planning Executive Committee and a member of the Estate and Financial Planning Leadership Team of the Georgia Society of CPAs.