Financial Planning Tailored to Meet Your Needs
From recent high school graduates to long-time retirees, everyone can benefit from the trusted guidance of a CERTIFIED FINANCIAL PLANNER® professional.
Fieldcrest Financial is here to help you take charge of your financial future.
At Fieldcrest Financial, we believe that financial planning is not just for the wealthy. We are dedicated to the financial success of every client, regardless of age, income level, or goals.
Founded by Shannan Field, CFP®, Fieldcrest Financial is driven by a passion to assist ordinary individuals in creating the prosperous financial future they work hard for and deserve.
Shannan, a graduate of the University of Illinois Urbana-Champaign, transitioned from a 15-year career in banking to fulfill her dream of becoming a Certified Financial Planner® professional. She is committed to empowering others to achieve financial security.
In her free time, Shannan enjoys traveling and exploring the Chattanooga foothills with her husband, Ryan, and their dog, Lenny.
Fieldcrest Financial: Your Partner in Financial Success
Shannan Field, CFP® Founder & Certified Financial Planner®
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Dedicated to the Financial Success of Every Client
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Client Advocate
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Over 15 Years of Banking & Consulting Experience
BUDGETING & CASH FLOW COACHING
EDUCATION PLANNING
HOME & LARGE PURCHASE ANALYSIS
INVESTMENT & RETIREMENT PLANNING
What Clients are Saying
“Shannan took a personalized approach in providing exceptional insight and guidance around my budget during a huge life transition. I’m now an informed and confident decision maker over my finances thanks to her invaluable expertise.”
Molly, Chattanooga, TN
Want to learn more about Fieldcrest Financial & how we can help you secure a brighter financial future?
*Consultations can be in-person (if you are located in the Chattanooga, TN area) or via video/phone call if you are located elsewhere.
FAQ
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We’ll begin with a free consultation to assess your financial needs.
Whether you have a specific goal in mind or are seeking a comprehensive financial plan for the future, Fieldcrest Financial has you covered.
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Fieldcrest Financial is a fee-only fiduciary. Because we prioritize your best interests, we charge a flat fee for our financial advice and guidance.
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Timelines depend on your financial needs.
Our goal is to provide you with as much time and attention as you need to feel confident in your financial plan and set you up for a secure financial future, no matter how long it takes!
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A CERTIFIED FINANCIAL PLANNER® professional is a financial expert who has completed a rigorous certification process and has a fiduciary duty to act in their clients' best interests.
CFP® certificants are trained in a wide range of financial topics, including retirement planning, investments, taxes, insurance, and estate planning.
They are committed to CFP Board's ethical standards that require them to put their clients' interests first.
You can find out more at: www.letsmakeaplan.org