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Tracey Dean Financial

Welcome to your first step toward financial clarity and confidence! Booking a session with me isn't just a meeting—it's the kickoff to a strategic partnership focused on sculpting your financial future. Whether you're maneuvering through a new contract, reaching a career milestone (retirement), or simply aiming to fine-tune your financial well-being, our discovery meeting sets the stage.

What's in store:

A dynamic chat about your current financial landscape.
Tailored insights crafted for your unique professional journey.
An opportunity to explore how we can team up to achieve your financial ambitions.

Pick a time that suits your hectic schedule best, and let's start transforming your financial goals into reality.
Thrilling opportunities await!


*For my current clients, this session is a chance to revisit your financial strategy and explore new opportunities
as your goals evolve.
Let’s continue our journey together and
keep your financial plan on track!

Tracey Dean, CFP®, EA
Your Partner in Financial Planning

Virtual meeting for tax preparation

Booking is now suspended for tax prep. Please connect with me and I will check my availability. Looking forward to chatting about your taxes. It is ty... Read more
30 minutes
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In person tax prep meeting Millcreek office

Looking forward to meeting at my home office in Millcreek.Currently booking at this location Tuesday, Wednesday, Thursday (Tuesday & Wednesday eve... Read more

30-minute Financial Strategy Chat

This call is for prospective clients!Ready to take a quick dive into your financial future? This 30 minute zoom (or phone*) chat is your opportunity t... Read more
30 minutes
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New client discovery

This is the first discovery meeting after the initial 30 minute chat. This is your opportunity to discuss your financial goals and explore how tailore... Read more

Current client virtual review

As a valued client, this one-hour virtual meeting is your dedicated space to delve into your financial plan. Whether you have questions, need to updat... Read more

Current client in person review

As a valued client, this in person one-hour meeting is your dedicated space to delve into your financial plan in person. Whether you have questions, n... Read more
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