Suzanne Highet

Suzanne Highet currently serves as an Independent Financial Advisor at Core Planning, where she leverages her deep expertise to empower women and neurodiverse mid-career individuals and families to achieve financial clarity and confidence. Her role involves providing comprehensive, fee-only fiduciary financial planning and investment advisory services tailored to her clients’ unique circumstances and goals. Suzanne’s approach is rooted in a genuine understanding of the intersection between economics and human behavior, allowing her to craft personalized strategies that address both the technical and emotional aspects of financial decision-making.

At Core Planning, Suzanne leads key projects focused on developing customized investment portfolios that incorporate a thorough analysis of securities, mutual funds, and equity compensation. Her proficiency in investment analysis and due diligence ensures her clients’ portfolios are aligned with their risk tolerance and long-term objectives. She also specializes in translating complex financial concepts into clear, actionable insights, utilizing tools like Microsoft Excel to perform detailed financial modeling and analysis.

Suzanne’s expertise extends to navigating the intricacies of equity compensation and securities, helping clients optimize their investment strategies while managing tax implications and liquidity considerations. Her dedication to financial clarity is complemented by her sincere and conscientious approach, fostering trust and empowering clients to make informed decisions. By combining her skills in investment advisory services with her passion for understanding human behavior, Suzanne Highet continues to make a meaningful impact in the financial planning landscape, guiding her clients toward financial well-being and peace of mind.