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Susan Tillery

Paraklete Financial, Inc.
President / Co-Founder
stillery@parakletefinancial.com
(678) 290-3930

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Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm provides integrated fee-for-service financial planning. Paraklete® Financial, Inc’s focus is on independence and objectivity. The firm acts as An Advocate in Financial Services® for its clients and therefore, does not manage assets or sell products.

Susan is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business and law. Additionally, Susan has co-authored The AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential.

About Us: Paraklete® Financial, Inc. was founded with the goal of assisting our clients in all aspects of their financial lives. For each of our clients we work alongside them to create financial stability and security.
 
Our advisers are tenured professionals who embrace a “hands on” approach to financial guidance and who truly care about making your financial dreams a reality. As your Financial Planning Strategist, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.

Upcoming Live Webinars

BUILDING A TAX AND FINANCIAL PLANNING ADVISORY BUSINESS: PART II

Available Date(s)
Monday, April 01, 2019: 11:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Archived Webinars Offered

BUILDING A TAX AND FINANCIAL PLANNING ADVISORY BUSINESS

Date RecordedMarch 18, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

BUILDING A TAX AND FINANCIAL PLANNING ADVISORY BUSINESS: PART II

Date RecordedFebruary 26, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other