“When I first contacted Terry in 1994, I was working for United Airlines and needed help transferring assets. I found her through the phone book, and from our very first conversation, she guided me through the entire process and made everything feel manageable. It was the beginning of a relationship I’m truly grateful for today.

I was always nervous about investing and didn’t understand the stock market well enough to feel comfortable with the risks. Terry listened carefully to my concerns and never pressured me into investments that didn’t fit my comfort level. While she explained the opportunities available in the market, she focused on helping me find financial solutions that aligned with my needs and comfort level.

One of the best decisions Terry encouraged me to make was purchasing Long Term Care insurance. I stayed committed to maintaining the policy through many life changes. Today, that coverage provides more than enough each month to cover my living expenses and care.

Because of that planning, I’m able to live at Ivy Park in San Francisco — a place I truly love and could not afford otherwise. It’s a wonderful environment, and I never imagined I’d one day be living somewhere where breakfast, lunch, and dinner are served every day on white tablecloths.

When I think about my relationship with Terry, the word that comes to mind is simple: grateful.”

 Patrcia Dahs 5/19/2026

Patricia Dahs is a current client of Terry Allen, CFP®

No compensation was provided for the testimonial or endorsement.

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success