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Mindy Cleaveland, CFP®, ChSNC®

Senior Financial Advisor

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

Who I Help

  • Individuals and families with needs related to disabilities or other medical conditions
  • Those who identify as Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ)

Professional Designations

CERTIFIED FINANCIAL PLANNER™, Chartered Special Needs Consultant®

Education

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

Giving Back

Activism for Autism

Mindy Cleaveland is an active supporter of MarbleJam Kids Inc., a Hackensack-based group that benefits children with autism and other disabilities by providing therapeutic services such as art and music.

Mindy also participates every year in Light it Up Blue “Wear Blue to Work Day” created to raise awareness and money for autism through Autism Speaks.

Learn more about how we serve our community

Read more about Mindy

What do you value most in your client relationships?

The trust my clients place in me. My specialty focus area is with individuals and families who have planning needs related to disability or other medical conditions. I also partner with those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). The elements of planning associated with both of my specialty areas create unique challenges for my clients, and often the planning process can be emotional. Along the way though, I learn about my clients’ unique stories and background, witness their pride in their success and the successes of their loved ones, see the many pictures of their children or grandchildren, hear about their recent vacations, 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 to share with me their many other life experiences.

What fuels you every day in your work?

Seeing the weight lifted off my clients’ shoulders after implementing their financial plan, is what fuels me in my work every day. My clients typically have unique planning needs. Sometimes they aren’t sure where to even begin addressing these needs. Other times they have an idea but are overwhelmed by everything else going on in their lives; financial planning tends to take a back seat. And many times, they are worried about where their financial future lies. That’s where I come in to help them organize and prioritize their goals, identify areas of improvement, and most importantly implement any changes and continue to monitor the plan regularly.

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

I grew up in Maryland, where most of my family still reside. My parents now own a farm in Southern MD, where they have animals, a greenhouse, and a vineyard. It serves as a mini-vacation away from the congested NY/NJ area when I visit.

I currently live with my wife, Lisa, and my puppy, Avery Michele, in Cedar Grove, NJ. Being the foodies that we are, we moved here recently to take advantage of the amazing restaurants in downtown Montclair. When we aren’t eating local, we enjoy traveling the US and abroad to try new cuisines.

Mindy’s Insights

Planning Checklist for Your New Financial Future

This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.

Divorce Planning Checklist

This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.

Getting to the Other Side of Divorce

With the many moving parts in the divorce process, there are steps you can take to help you get to the other side efficiently and with an outcome that is beneficial for you. in this article I’ve outlined tips and guidelines to help you avoid mistakes along the way.

Advisor Reflections: Moving and Marriage during a Pandemic

Life during a pandemic feels like the twilight zone. The comfort of routine, the bustle of activities to keep us busy every day, the predictability of tomorrow, essentially washed away overnight. Our lives turned upside down and now here we are five months later. What do we make of all of this?

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2020-10-20T18:21:08+00:00
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