window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-45501574-1', { 'anonymize_ip': true });

Mindy Cleaveland, CFP®

Senior Financial Advisor

Mindy Cleaveland, CFP®2019-05-23T17:43:59+00:00
Mindy Cleaveland CFP®

Mindy works with individuals and their families to build and execute financial plans to help them achieve their wealth goals.

Professional Designations:

CFP®

Education:

University of Maryland, Baltimore County, B.A., Economics and Psychology

What fuels you every day in your work?

In my prior work as a therapist for children with autism, I experienced firsthand many heartwarming moments, but also significant obstacles for families. In addition to the constant concern for their child’s care, many families experienced a great deal of strain. Planning for children who have special needs involves addressing more than the traditional topics. We need to look at what will happen should the parent become disabled or pass away and ensure that other children in the family are taken care of as well. Sometimes we need to take into account the financial implications of separation or divorce. Partnering with my clients through their financial planning needs, helping them prepare in advance for life’s most difficult challenges, educating them on important factors they may not be aware of, and seeing the weight lifted off their shoulders after implementing their plans are some of the reasons I love what I do.

What do you value most in your client relationships?

The trust my clients place in me. Helping to navigate the complexities of financial planning allows me to connect with them on a deeper level, especially when special-needs planning is involved. Working through the financial challenges associated with chronic illness, disability, or other special needs takes time and can be an emotional process. Along the way though, I learn about my clients’ unique stories and background, witness their pride in the success of their children and other loved ones, see the many pictures of their grandchildren, hear about the vacations they took, join them in their philanthropic endeavors, and so much more. I am grateful my clients trust me not only to help them with their financial lives but also share with me their many other life experiences.

What do you enjoy most about working at Modera?

Collaboration and innovation. At Modera we are truly a team, and everyone is more than willing to help each other. Whether it’s a question about a system program, strategizing on a client case, or presenting a new idea to improve the future of the business, there is someone who will listen and work with you to make things happen.

Where did you grow up? Where do you live now?

I grew up in Maryland, where my parents, sister, brother, and sister-in-law still reside. For the past five years I’ve lived in Fort Lee, NJ with my fiancée, Lisa.

Mindy’s Insights

Financial Planning for a Loved one with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

Good to Know|
Let’s Talk.

Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
201-768-4600

Call Now
Cookies help improve your experience. You may change or opt out of the cookies settings. Review our disclosure information. Edit Cookie Settings Accept Cookies

Google Analytics Tracking Cookies

Website statistics tracking.

YouTube and Google Maps Cookies

Educational and Promotional Videos and Maps