Inga Chira, PhD, CFP® Attainable Wealth
Inga pledges to sign a fiduciary agreement with clients.
I started Attainable Wealth, a fee-only, virtual, comprehensive financial planning and investment management firm to serve the academic community. Here is what that means: I only get paid by you, for the advice I provide and never for the products I sell. As an academic myself, I understand the pressures you are facing. Together, through a financial plan, we will work towards building the life that makes you happy regardless of tenure requirements, grant seeking pressures, or the journal publications you need to get this year – a meaningful life that balances your career with your family, friends, and eliminates money worries.
Before pursuing a Ph.D. in finance, I worked in benefits administration dealing with issues such as setting up medical plans and understanding the tax implications of life insurance. Currently, I teach finance and financial planning (and yes, I have been through the instructor, Ph.D. student, and 2 tenure track positions by now), I do financial plans, I answer all kinds of finance related questions, and I manage money. I also do research about what motivates people to save for retirement and how financial planners can help in that quest.
I often get asked if I only work with academics. No, I don’t; not every client I have is a professor. Given my environment and the people around me, professors and administrators naturally become my clients. However, if you are a young professional in your 30s or 40s looking for help with money related issues and we like each other, I would be very happy to do whatever I can to help.
- Hourly rate
- Flat fee for financial plan
- AUM Fee
- 15 years of financial experience
- 13 years of financial planning or investment management for individuals
- Firm has been in business for 1 years
PhD in Finance, Florida Atlantic University, 2013
MBA, Finance focus, University of North Florida, 2006
BS in Finance, Jacksonville University, 2004