Are you a happy academic?

A not so happy academic wondering what is on the other side of academia?

Or, are you a former academic?

This is the place for you. Schedule that first call. Have one less thing to worry about in life.

Our Services

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Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm focused on helping you – academics and former academics – build the happiest life you can with the money you have.

I only get paid by you, for the advice I provide and never for the products I sell. Together, through asking the right questions and financial planning, we will work on building the life that makes you happy regardless of how much money you make, what you do for a living, or how unexcited you are about your finances – a meaningful life that balances your career with your family, friends, and eliminates money worries.

There is a strong relationship between money and happiness and together, we can uncover what that relationship is for you. At the end of the day, it’s your money. The more you know about managing it, the more you get to keep.  During our first free call, we will figure out the best way to help you, the format (full plan/focused plan/hourly), timeline and cost. 

My name is Inga Timmerman and I am what I call an applied academic. I have a PhD in finance and am a Certified Financial Planner®. I work with academics and former academics who are looking to improve their finances, and as a result, improve their lives. My main goal is to increase your clarity around money. To get there, we start by getting organized and looking at your spending and resources. Then, we move to the more “financy” topics. We allocate your investments, plan for retirement, take care of your kids’ education and discuss tax law. But before anything else, we need to figure out what makes you happy.

MAKE YOUR LIFE EASIER – LET ME HELP

SCHEDULE A FREE CALL

Attainable Wealth Financial Planning

  • Virtual
  • (904) 994-0454

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