We help you design and navigate your life’s financial moments.
Common Planning Topic Areas:
Retirement Planning
Catch-Up Retirement Planning
Investment Planning
Estate Planning
Cash Flow Planning
Life Goals Planning
Executive Compensation
RSU / Stock Options Strategies
Tax Planning
Social Security Planning
Insurance Planning
College Planning
Pre-Marriage Financial Review
Large Purchase Planning
Credit Card Review
Our Services:
Hourly
Hourly Planning services are available, please get in touch with us for more information.
Project Based Planning
Our project-based planning service helps you achieve your goals in one or two topic areas at a time. Rates for these packages are based on the number of advisor hours required and the complexity of your situation. Some of our most popular planning services are listed above. Please feel free to contact us with any questions!
Comprehensive Financial Planning
Comprehensive financial planning services act like a roadmap for your money. After getting to know you and your goals, we examine your financial situation closely and create recommendations to help your financial world align with those goals.
Just like a roadmap guides you to your destination, this service helps you make smart decisions with your money that will support you in reaching big goals, like planning for retirement, and smaller ones, like paying off debt or saving for a special vacation. Our holistic, friendly service helps reduce stress, creates clarity, and gives you confidence in your financial future.
Ongoing Comprehensive Financial Planning
Ongoing financial planning services ensure that your financial plan stays on track as your life changes. Whether it’s adjusting for new goals, unexpected events, or changes in the economy, we’ll continue to help you navigate those twists and turns. This ongoing support helps keep you on the right path, helping you stay prepared for whatever comes next.
Investment Management and Tax Return Preparation services are also available to our Comprehensive Financial Planning clients.
Please contact us to get started!
Frequently Asked Questions:
-
Our Financial Planning Services are based on an hourly planning rate of $250.
Our Investment Management services are available to clients who use our Comprehensive Planning service. Fees associated with this service are listed on our Fee Table.
-
Yes.
-
Yes!
-
Our services are designed to provide reccomendations that are ready to be implemented in as little as a few hours for project-based planning packages, to as little as 12 weeks for our most time-intensive service of Comprehensive Financial Planning.
-
We are based in Massachusetts, and are available to meet either virtually or in-person here in New England, and virtually throughout the United States.
-
We provide financial planning services to anyone who is trying to make smart financial decisions and could use some professional help. We love what we do and we’re great at it!
-
Yes. We provide optional Investment Management services to Comprehensive Financial Planning clients.
