Financial Planning with Your Life in Mind
Real plans for real life—built with a calm, judgment-free process. Meet with Deidre Fernald, CFP® in Clearwater or virtually across the country.
A SIMPLE, STEADY PLANNING PROCESS
We keep it practical and plain-language—so you leave with clarity, not a binder you’ll never open.
Listen
We start with what matters most (and what’s keeping you up).
Design
We build a flexible plan around your goals, values, and real-life constraints.
Support
You get guidance as decisions pop up and life changes.
Start with a calmer plan.
Not sure what to do next with your money? Deidre Fernald, CFP® wrote this planning guide to help you feel clearer and steadier with your finances. This guide helps you take one step at a time to financial confidence.
- Simplify your financial life
- Make decisions with more confidence
- Build a plan that fits real life
FINANCIAL PLANNING HELP
Whether you want a one-time financial checkup or ongoing support, we’ll focus on the decisions in front of you: cash flow, retirement timing, tax planning, benefits, and the “what should we do next?” questions.
Ongoing Planning Support
Bring everything together in one plan
Advice-Only Sessions
Helping you make good financial decisions
Retirement Planning
Income Projections, Social Security strategies, Tax Planning
REAL CLIENTS. REAL PEACE OF MIND.
“Deidre is a financial confidant from whom you can seek counsel without feeling stupid.” — Keith
“We finally feel like we have a handle on our money and our future.” — Jan
“You really know your stuff, so easy and non-judgmental, kind, kind, kind.” — Sandy
“She is sweet, thorough, and incredibly helpful in every way.” — Amber
“We finally feel like we have a handle on our money and our future.” - Keith R
Meet Deidre Fernald, CFP®
Deidre brings 20+ years in financial planning and a steady, human approach. She built her practice for people who want real guidance—without pressure, jargon, or product pitches.
- Independent, fee-based, fiduciary advice
Plain-language planning you can act on
- Clearwater-based, serving Pinellas County + virtual the US.
Ready for a plan you can feel good about?
Book a free, no-pressure 20-minute Discovery Call. We’ll talk through what you need, answer questions, and see if it’s a fit.
EXISTING CLIENTS
CAMBRIDGE INVESTMENT CLIENTS
Login to your retirement & investment accounts
FINANCIAL PLANNING CLIENTS
Login to your financial plan
TRANSPARENCY MATTERS.
We want it to be easy to verify who we are and how we work. Use the links below to review public disclosures and investor relationship summaries.
If you have questions about anything you see, we’re happy to walk through it with you.
