Appointment Details:
Thank you for scheduling your session.
We’re looking forward to learning more about your situation and helping you bring clarity to the financial decisions ahead for you and your family.
During our conversation, we’ll take time to understand your priorities, your goals, and the questions that may be on your mind as you move forward after divorce.
To make the most of our time together, please join the call from a quiet, distraction-free environment. If possible, avoid taking the call from your car or a public space so we can focus fully on your situation.
If you have any questions before our meeting or need to reach me directly, feel free to contact me at
hgardner@beamwealth.com
We look forward to speaking with you.
Get to Know Who You’ll Be Meeting With
Heather Gardner is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Financial Transitionist® with more than 15 years of experience in financial services.
She joined BEAM Wealth Advisors in 2021 after previously working at Merrill Lynch.
Heather’s work is especially focused on women navigating major life transitions, including divorce, widowhood, and the shift to managing financial decisions independently.
Her combination of financial planning experience and specialized training in financial transitions allows her to bring both technical knowledge and an understanding of the unique financial considerations that can arise during significant life changes.
