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Find the Means
to Break Away at
Career Change Corner!
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| A devotee of far too many interests (cycling, hiking, cross-country skiing, French language and culture, gardening, knitting, reading), Sherrill makes a concerted effort to live the life sheÍs envisioned. She is dedicated to helping her clients do the same. |
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Sherrill
J. St. Germain, MBA, CFP®, is founder and principal
of New Means Financial Planning, which was launched in 2003. In building and managing the firm, her guiding principle is to be the financial planner she always wanted to hire before becoming one; that is, one who:
- gives clients the straight answers they need to make informed decisions that are aligned with their short and long term goals
- develops recommendations based on solid experience, thorough analysis, and up-to-date knowledge in a continuously changing field,
- is compensated in a clear, transparent manner that is free of conflict of interest.
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Sherrill is a NAPFA-Registered Financial Advisor, a designation signifying that a financial planner adheres to the industry's most demanding practice requirements, including Fee-Only compensation, and meets the rigorous standards of the National
Association of Personal Financial Advisors (NAPFA.) She was the original Program Manager and Curriculum
Designer for the NAPFA FOSTER Program, a virtual practice
management training program for fee-only financial planners. She
continues to serve as instructor for the Business Planning module.
Sherrill is also a Certified Financial Planner™, having completed the final requirements for CFP® certification in February 2006. In order to maintain her NAPFA membership and CFP® certification, Sherrill is required to complete 60 hours of continuing education every two years.
Prior
to becoming a financial planner, Sherrill enjoyed a
successful career in software engineering, project management,
and product marketing, gaining the analytical, organizational,
and communication skills she needs as a financial planner.
Most recently, as Senior Product Manager at KANA Software in Manchester, NH, she oversaw the specification,
development, and rollout of KANA’s next generation
Web-based customer service software.
Sherrill
volunteers her time
tor the New Hampshire
chapter of the Jump$tart
Coalition for Personal
Financial Literacy,
a non-profit dedicated
to improving the personal
financial literacy of
young adults.
She is co-founder of
New
Girl Network, a
southern NH-based women
entrepreneurs’
networking group. She
is also a member of
the Financial
Planning Association
(FPA) and the Women's
Business Center, Inc.,
of Manchester, NH. Sherrill
has been interviewed
by the Nashua
Telegraph, Hollis
Times, NH Mirror for Women, Manchester's
WMUR
channel 9 and Nashua's
WYCN
TV-13. She has been quoted on her special area of interest -- financial planning for career changers -- in Kiplinger's Personal Finance, Financial Advisor magazine and Doctor's Digest, and her article Your Client's New Career was published in Financial Planning magazine. |
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| Education
and Training |
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CFP®
Professional Education Program, College of Financial Planning,
Denver, CO |
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Master
of Business Administration, Clark
University, Worcester, MA; inductee Beta
Gamma Sigma honor society |
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Bachelor
of Science in Electrical Engineering, magna cum laude,
Tufts
University, Medford, MA |
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Additional
training: NAPFA Basic Training, NAPFA FOSTER Program,
Garrett Planning Network training |
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