Consult with our Professional Certified Financial Planner™

Gain the assurance you need to take greater control of your finances

Todd Macaulay, CFP®

Talk to Todd and you’ll receive expert guidance on personal finance to reduce stress and improve your financial well-being. Todd brings more than 19 years of experience in financial services, including working for Fidelity Investments and John Hancock, to one-on-one appointments with UK employees.

Certified financial planners are held to strict ethical standards to ensure financial planning recommendations are in your best interest.

Connect virtually or in-person

One-hour appointments are available Monday through Friday.

If you’d like, bring your spouse or sponsored dependent to your appointment.

  Schedule online
Or call (859) 218-1589

Range of services and referrals

Share your question, situation, milestone or goal with Todd and you’ll get the personalized support you need to move forward.

It’s a good idea to consult with a certified financial planner when:

  • Planning for relationship and family milestones like marriage, children and college funds
  • Struggling with monthly bills, credit card or loan payments
  • Facing a loss in your family
  • Experiencing a change in income
  • Planning for retirement
  • Buying, selling, refinancing or facing foreclosure on your home
  • Considering community financial assistance
  • Wanting to improve your financial well-being

If you’d like, bring your spouse or sponsored dependent to your appointment. Plus, bring any documents related to your questions. This could include:

  • Recent pay statements
  • Information about monthly bills with amounts and due dates
  • Balance on outstanding loans or credit cards or any late bills

Some questions call for advanced planning. In some cases, Todd may refer you to another specialist:

  • Attorney
  • Retirement carrier such as TIAA or Fidelity
  • Financial advisor

Sharpened focus on financial goals

We felt pretty good about everything, but I know experts can point out things we haven’t thought about.

 

 

More knowledge means less stress

It took the stress out of the retirement process.

 

 

Assess your financial well-being

When you’re able to meet current and ongoing financial obligations, feel secure in your financial future, and to make choices allowing you to enjoy life, you’re experiencing financial well-being.

Take a two-minute assessment to better understand how you're doing.

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Frequently Asked Questions

Todd also answers general financial questions by email or phone. Call (859) 218-1589, email todd.macaulay@uky.edu for general questions. For more personalized guidance, schedule an appointment.

We will soon! Check back for more information.

Of course. Todd creates and delivers customized presentations that speak to topics relevant to your team, department, or other group. Call (859) 218-1589 or email todd.macaulay@uky.edu to discuss details.

Yes, all information is confidential unless required otherwise by law. Information does not become part of your personnel file.