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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 she has 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 is also a Certified Financial Planner™, having completed the requirements for CFP® certification in February 2006. In order to maintain her NAPFA membership and CFP® certification, she is required to complete 60 hours of continuing education every two years.
Sherrill contributed to the books Escape from Corporate America: A Practical Guide to Creating the Career of Your Dreams by Pamela Skillings and Just
Give Me the Answer$: Expert Advisors Address Your
Most Pressing Financial Questions by Sheryl Garrett, CFP®, with Marie Swift and The Garrett Planning Network, Inc.
She has also been quoted on her special area of interest -- financial planning for career changers -- in the The Money Book for Freelancers, Part-Timers, and the Self-Employed by Joseph D'Agnese and Denise Kiernan, the Wall Street Journal, Kiplinger's Personal Finance, Financial Advisor magazine and Doctor's Digest, and her article Your Client's New Career was published in Financial Planning magazine. She
has been interviewed
by the Nashua
Telegraph, Hollis
Times, NH Mirror for Women, Manchester's WMUR channel 9 and Nashua's WYCN
TV-13.
Sherrill
also volunteers her time
to the New Hampshire
chapter of the Jump$tart
Coalition for Personal
Financial Literacy,
a non-profit dedicated
to improving the personal
financial literacy of
young adults. |
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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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