Tailwind Financial Planning
15208 Gulf Blvd #306
Madeira Beach, FL 33708
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
I specialize in helping families during major life transitions like retirement or a career change. I also specialize in helping military families before, during and after their military retirement transition.
About Pamela Bergeson
I am a Registered Life Planner and Chartered Retirement Planning Counselor, as well as a candidate for the Certified Financial Planner credential. In my previous career, I served as a US Air Force Colonel and worked as an engineer and analyst on flight testing programs of fighter aircraft. I have a B.S. from the US Air Force Academy and a M.S. from Embry Riddle Aeronautical University.
I am a fee only fiduciary financial planner. My primary service model is based on an annual subscription fee. The annual fee varies with the complexity of the financial planning and wealth management needs of the client. I do not require clients to meet a specific portfolio minimum.
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