After several years of working in corporate finance for a large Wall Street firm - and seeing first hand the level of financial resources available to large corporate clients - Megan wanted to expand the reach of her financial expertise to address the needs of individuals, families and small businesses.
Megan believes that everyone is entitled to know whether and how they can achieve their financial goals and be empowered by taking action towards those goals. Megan received her B.A. from Smith College in Mathematics and Physics, and received her M.B.A. with emphasis in Finance from the Haas School of Business.
Megan believes that everyone is entitled to know whether and how they can achieve their financial goals and be empowered by taking action towards those goals. Megan received her B.A. from Smith College in Mathematics and Physics, and received her M.B.A. with emphasis in Finance from the Haas School of Business.
Services
Every client deserves to know whether and how they may acheive their financial goals and be empowered by taking action towards those goals. My mission is to provide clients with objective financial advice and specific recommendations based on their personal financial situation to increase their undersanding and control of their financial situation and illuminate pathways towards realizing their financial goals.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Megan Rouse, of Megan Rouse Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
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