ABOUT US
Martha White CFP, CPCA
Founder
In 1987, Martha entered the financial services world as an insurance advisor and discovered that she loved helping individuals, families & businesses find solutions to their planning needs. Her career moved forward and soon she had added investments to her areas of expertise. Her lifelong pursuit to bring clarity & truth to financial planning, led her to be among the first of the CFP (Certified Financial Planning) designation holders in the 90's. In 2018 Martha continued to challenge convention by joining a fee-for-service financial planning group with an evolutionary approach in order to serve people in a holistic, simplified & more accessible way. Just a few years later, she's launched an online portal to share her knowledge & experience to provide a learning community that redefines the way financial advice is provided.
Martha loves to cook & entertain with her spouse in her spare time, and spend time with her kids. She has been an active board member for the local Alzheimer's Society & Foundation for 15 years.
Martha is also the author of e-book “The Tell All Guide - Why Financial Planning Is Different For Women". She recently started a platform called Women Talk Finance (WTalkF) to help women have better conversations about their finances.
Tara Foster -
Client Service Relationship Manager
Tara has been with MWPlan since 2003 and brings a depth of knowledge behind the scenes. Her tenacious, yet approachable attitude serves our client partners well. She always strives to offer the best service possible with her client-focused style.
Tara enjoys the peace & quiet of her country home with her husband and daughter.
