Ida Barrett
IDA BARRETT
Pronouns: she/her
Ida is dedicated to guiding her clients through their unique financial journeys, offering personalized financial planning services tailored to the needs of women entrepreneurs, members of the LGBTQ+ community, small business owners, and young families. She believes in the dynamic nature of financial planning, emphasizing that plans should evolve alongside life's changes. Ida is passionate about empowering her clients to dream big and plan accordingly, focusing on building enduring relationships rather than mere transactions.
In 2022, Ida founded her financial planning firm under the auspices of Northwestern Mutual with a commitment to serving BIPOC, women, and the LGBTQ+ communities. She is driven by the conviction that financial planning should be accessible to all and is dedicated to breaking down the financial barriers faced by these communities. Outside of her professional life, Ida has been an active participant in the Junior League of Athens since 2016 and currently serves on the board of Athens Pride and Queer Collective.
VIRTUAL AND IN-PERSON SERVICES
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Description: This financial planning service begins with the individual—their life, goals, and priorities—rather than just their finances. Tailored plans are crafted to enhance wealth and protect what has already been achieved. The service provides customized strategies for protection, wealth accumulation, tax management, retirement optimization, legacy planning, and charitable contributions by assessing where clients are and where they aspire to be. This holistic approach ensures clients can confidently navigate their financial journey, securing peace of mind for today and preparation for the future.
Access: Virtual or in-person
Price: Contact for pricing
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Description: Ida and her team will collaborate with your attorneys, accountants, and tax professionals to set up trusts, minimize taxes, and cut administrative costs, safeguarding your legacy.
Access: Virtual or in-person
Price: Contact for pricing
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Description: Ida offers a suite of insurance services through Northwestern Mutual that are tailored to safeguard your financial future. Her portfolio includes life insurance (whole, universal, and term), disability income protection for individuals and professionals, long-term care planning to cover future medical expenses, and retirement solutions for a reliable income in later years. Each service is designed to protect you and/or your family, maintaining financial stability and peace of mind across various life stages and circumstances.
Access: Virtual or in-person
Price: Contact for pricing
CONTACT IDA BARRETT
Working with Ida offers a unique opportunity to engage with a financial planner who is not only deeply committed to understanding and meeting your individual financial needs but also passionately advocates for inclusivity and accessibility in financial planning. Her approach combines personalized strategy development with a genuine commitment to community and empowerment, making her an ideal partner for anyone looking to navigate their financial future with confidence and support. Whether you're starting a new business, planning for your family's future, or looking to break down barriers to financial wellness, Ida's expertise and enthusiasm make her a standout choice for those seeking a collaborative and visionary financial planning experience.
