When many people think of financial planning, they imagine spreadsheets and jargon. They also imagine what a financial planner looks like. One meeting with Tracy wipes all that away. Tracy is a real person who has experienced her own life transitions, from cancer to the sudden loss of a parent, to raising kids and sending them to college, to being married to her business partner and more. Financial planning is about planning for the people you love and the life you want to lead. When you are in a conversation with Tracy, you feel heard. That's because Tracy listens deeply to what matters most to her clients and works with her team to develop a financial plan for your life.
After a 20+ year career in the corporate world in both the US and Europe, Tracy Shackelford found her passion of helping women and their families in major transitions when she entered the financial planning world in 2010. A graduate of the University of Virginia, Tracy and her family live in Williamsburg, VA. If they are not biking through town, hanging out with friends, trying new restaurants or hiking the woods around them, they are at the Outer Banks of NC or and exploring the world and eating their way through it!