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Rick Fingerman, CFP®, CCPS™, CDFA™, is the Managing Partner and Co-Founder of **Financial Planning Solutions, LLC**, where he focuses on *Creating Financial Wellness for Widowed or Divorced Women™* and guiding clients through life’s major transitions with clarity and confidence. In addition to his advisory work, Rick leads a **pro bono financial planning program at Dana-Farber Cancer Institute**, which has helped nearly 650 families manage the financial challenges of a cancer diagnosis. His holistic, fiduciary approach integrates financial well-being with overall life balance—ensuring that every client’s best interests always come first.

Janet Rhodes Friedman, CFP®, CDFA®, is a Senior Financial Advisor with **Financial Planning Solutions, LLC**, where she helps individuals and families clarify their goals, understand their finances, and build plans to achieve lasting financial security. She provides education and guidance on retirement and college funding, cash flow management, and tax planning. Janet has a special passion for empowering women—particularly those with limited financial literacy or navigating divorce—using her expertise as a **Certified Divorce Financial Analyst®** to help them make confident, informed decisions about their financial future.
 

John Thompson is a seasoned mortgage professional and owner of SMPL Mortgage, based in Pasadena, California. Since 1991, John and his team have helped clients make SMART mortgage and real estate decisions that align with their long-term financial goals. As a Generational Lending Expert, he specializes in guiding clients through every stage of life—from first-time homebuyers and growing families to retirees using advanced strategies like reverse mortgages to support financial independence in retirement.