One-on-One Financial Planning Tailored to Meet Your Needs   

No matter where you are in life — preparing for your first job, navigating major life changes, or enjoying retirement — personalized financial guidance can make all the difference.

As a CERTIFIED FINANCIAL PLANNER® professional, Fieldcrest Financial provides fee-only, fiduciary advice designed to help you make financial decisions with confidence.

Fieldcrest Financial offers comprehensive planning services, including:

  • Budgeting & Cash‑Flow Coaching
    Build a spending plan that supports your goals, reduces stress, and helps you stay in control of your money.

  • Retirement Planning
    Understand how much you need, how to get there, and how to turn your savings into sustainable income when the time comes.

  • Investment Planning & Portfolio Guidance
    Learn how your investments work, how fees impact long‑term growth, and how to align your portfolio with your risk tolerance and goals.

  • Goal‑Based Financial Planning
    Whether you’re saving for a home, managing debt, or planning for education costs, you’ll receive strategies tailored to your unique situation.

  • Ongoing Support & Education
    You’ll gain access to tools, resources, and one‑on‑one guidance that empower you to make informed decisions at every stage of life.

At Fieldcrest Financial, the focus is simple: helping you take charge of your financial future with clarity, confidence, and a plan that truly fits your life.

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Empowering everyday people with personalized financial solutions.

At Fieldcrest Financial, we believe that financial planning is not just for the wealthy. We are dedicated to the financial success of every client, regardless of age, income level, or goals.

Founded by Shannan Field, CFP®, Fieldcrest Financial is driven by a passion to assist ordinary individuals in creating the prosperous financial future they work hard for and deserve.

Shannan, a graduate of the University of Illinois Urbana-Champaign, transitioned from a 15-year career in banking to fulfill her dream of becoming a Certified Financial Planner® professional. She is committed to empowering others to achieve financial security.

In her free time, Shannan enjoys traveling and exploring the Chattanooga foothills with her husband, Ryan, and their dog, Lenny.

Fieldcrest Financial: Your Partner in Financial Success

Specialized training in retirement planning, investments, taxes, insurance, and estate planning.

Shannan Field, CFP®

Founder & Certified Financial Planner®

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    Dedicated to the Financial Success of Every Client

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    Client Advocate

  • Over 15 Years of Banking & Consulting Experience

Services
BUDGETING & CASH FLOW COACHING

BUDGETING & CASH FLOW COACHING

EDUCATION PLANNING

EDUCATION PLANNING

HOME & LARGE PURCHASE ANALYSIS

HOME & LARGE PURCHASE ANALYSIS

INVESTMENT & RETIREMENT PLANNING

INVESTMENT & RETIREMENT PLANNING

What Clients are Saying

“Shannan took a personalized approach in providing exceptional insight and guidance around my budget during a huge life transition. I’m now an informed and confident decision maker over my finances thanks to her invaluable expertise.”

Molly, TN

“Shannan and Fieldcrest Financial delivered an outstanding review of our retirement and investment portfolio. She uncovered excessive fees—over $8,000 per year—charged by our Edward Jones advisor, who had us invested in costly, underperforming funds.

Thanks to her guidance, we confidently transitioned to Vanguard, built a balanced portfolio with low-cost index funds, and gained invaluable financial knowledge. Her expertise was truly game-changing.”

Sam, IL

Want to learn more about Fieldcrest Financial & how we can help you secure a brighter financial future?

REQUEST A FREE CONSULTATION

*Consultations can be in-person (if you are located in the Chattanooga, TN area) or via video/phone call if you are located elsewhere.

Focused on growing wealth of every client..

FAQ

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  • We’ll begin with a free consultation to assess your financial needs.

    Whether you have a specific goal in mind or are seeking a comprehensive financial plan for the future, Fieldcrest Financial has you covered.

  • Fieldcrest Financial is a fee-only fiduciary. Because we prioritize your best interests, we charge a flat or hourly fee for our financial advice and guidance.

  • Timelines depend on your financial needs.

    Our goal is to provide you with as much time and attention as you need to feel confident in your financial plan and set you up for a secure financial future, no matter how long it takes!

  • A CERTIFIED FINANCIAL PLANNER® professional is a financial expert who has completed a rigorous certification process and has a fiduciary duty to act in their clients' best interests.

    CFP® certificants are trained in a wide range of financial topics, including retirement planning, investments, taxes, insurance, and estate planning.

    They are committed to CFP Board's ethical standards that require them to put their clients' interests first.

    You can find out more at: www.letsmakeaplan.org


Let’s start the conversation today!