Are you thinking about retirement?

Do you want more clarity around financial planning decisions?

Get Answers With A Fee-Only CERTIFIED FINANCIAL PLANNER® and IRS Enrolled Agent

What Does Fee-Only Financial Goal Planning Look Like?

However you see your tomorrow, the best time to plan for it is today. Find out more about how we can support your retirement goals with financial plans built to your specific needs and values, funded with institutional investment managment capabilites through our partnership with Buckingham Strategic Partners.

Pyramid of Wealth Management Topics

I am not your typical financial adviser.

I will do more than just manage assets for you. We will clarify your unique financial goals and identify the best path to meet them, looking at all the pieces of your life together.

Located in Newburyport, MA, I serve clients in the Boston area and nationally as fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional, registered investment adviser, and IRS Enrolled Agent.

I provide unbiased guidance without any product sales to my clients for tax-efficient retirement planning and investment management. You get peace of mind knowing you are working with someone who puts your interests first, 100% of the time.

Finally, you can focus on what’s most important to you while achieving your unique financial goals with clarity and confidence.

What works best for you?

Fee-only Financial Planning Quick Start Plan

Portfolio Review

Fee-Only Financial Planning - Comprehensive Financial Plan

Comprehensive Financial Planning

Fee-Only Financial Planning -Investment Management

Investment Management

Fee-Only Financial Planning - Retirement Planning

Tax-Efficient Retirement Planning

Two easy ways to get started:

Get Access Financial Planning’s FREE Guide

The 6 Critical Steps to Successfully Retire

* indicates required

*Your privacy is paramount. We will never sell or give away your information.

Take a No Obligation Risk Assessment!

Risk Tolerance

How much risk do you have in your portfolio? Most people don’t know the answer but it has a signficant impact on your financial success.

Take 5 minutes to complete an easy-to-follow questionnaire and receive your risk score. See if you are invested in a way that aligns with your risk tolerance with a no-obligation portfolio risk analysis report.

“A goal without a plan is just a wish.”

– Antoine de Saint-Exupery