Planning for Good Mansfield

We've been working with Karen for about 5 years now and she is professional, incredibly responsive, and really good at her job. I have always had some anxiety around planning for the future - never sure that I was doing the right things at the right times. Karen has been such a great help in not only helping my wife and I to plan and save, but explaining things clearly, keeping us on track with our goals, and reducing our anxieties along the way. We've had several job changes since we started working with Karen and we feel like we've been in really good hands every step of the way - so much so that we've referred several friends to Karen!

My wife and I are both in our early 30’s. We are regular people with regular jobs (for reference I’m a school teacher). Although we were just recently married, we agreed that it was important to speak to a financial planner to try and get a sense of where we were and what our priorities should be. Prior to meeting with Karen, I had met with one other financial advisor. The advisor was nice, however, the meeting felt very clinical (lots of questions and note taking). As I didn’t have much prior experience to go on, I left thinking this was probably the norm but wanted to meet with another financial advisor just to be sure. This is where Karen comes in.. Karen met with my wife and I one evening and her style and approach were completely the opposite of my previous experience. She was kind, engaging, and relatable. Talking to Karen felt like talking to a good friend. My wife told me after our initial meeting that she felt really comfortable talking to Karen and I have to say that I agree. My wife and I have greater peace of mind with some of the products and services offered by Karen. Newlywed or not, I would highly recommend contacting Karen for any sort of financial planning needs. She is responsive, thorough, and I believe genuinely has your best interest at heart. We hope to continue our relationship with Karen well into the future!

Karen and I have several mutual clients. She is extremely responsive when I need information and documents to prepare tax returns for our clients. Karen has always provided our clients with top-notch service and our clients are always invested in assets that are suitable for their goals. She has the ability to explain complex items like investments in a manner that is easily understandable. I highly recommend her!

Ms.Karen Melo is a wonderful financial advisor. She always has my best interest at heart. She's very easy-going, knowledgeable in various aspects of her field and has guided me in making decisions that fit my life. Karen always keeps me updated on the latest financial news and makes me aware of plans that she feel I may be interested in. She really loves her job and goes the extra mile to venture out and learn new things so she can be of more assistance to her clients. Karen is an innovator and an asset to the financial world.

As an estate planning attorney, I have referred clients to Karen for her financial planning capabilities. She's generous with her time, highly knowledgeable in the subject matter, and is patient with the less sophisticated clients that need extra hand holding. She's a great trusted expert to have in your contact list!

We have worked with Karen twice now. Each time we came away feeling like she had made an impact on our situation. She is extremely knowledgeable. She is easy to speak with about sensitive subjects. Karen gave us concrete, actionable steps. I highly recommend her services.

Karen is one of the most dedicated, straight-forward, and compassionate people I have ever known. Her entire career has been dedicated to helping her clients have peace of mind, a plan, and to know theirs rights and responsibilities around their finances and retirement. She knows the power of community and has been able to leverage her and her colleagues' expertise to help hundreds of people. I am grateful for the opportunity to know her and have referred several friends and family members to her. She is an outstanding advisor.

If I could have given Karen more than 5 stars I would have. Karen is intelligent and accessible. A phenomenal combination when it comes to finances. Irreplaceable...if like me, the mere memtion of money raises the anxiety level. Karen is your go to! Karen was sympathetic to my anxiety in a way that was responsive and disarming in the long term. I would not say my anxiety around finances no longer exists but it is now tempered by a deeper understanding of the many realities and moving parts associated with finances. Working with Karen we have set up systems and processes that I continue to use ....all leading to a much healthier relationship between myself and money. Karen ‘s sense of humor and a compassion put me right at ease from the first time I met her . I have known Karen for 12+ years and I highly recommend her services.

When I started working with Karen, I had an unclear vision of what retirement could look like for me. She offered knowledgeable support where I could be vulnerable, ask questions, and feel safe and positive about my retirement plan. Karen will support you in exploring your true goals and offers a sound plan on how to get there. Great experience.

I have known Karen for well over 10 years now and during this time I have been very impressed with her professionalism, demeanor and wealth of knowledge. She takes a proactive approach with her clients, and after each visit, she later follows up and forwards a very detailed report explaining their current situation. I would highly recommend Karen to all of my family, friends and clients.