The Power of Partnership
When you work with us, you’re supported by a diverse team of resources and specialists. As we sit with you to develop your personal financial strategy, our strategic partnerships help ensure you get a well-conceived plan designed to meet your long-term goals.
Tricia Rosen, CFP®, MBA, EA
After working for 15 years in investment management and corporate financial management positions in New York City and Boston, I took a career break to raise my three children, including my neurodiverse son. Seeing many people, including my father, get taken advantage of by advisors who didn’t value and prioritize true financial planning led to the founding of Access Financial Planning, LLC.
I use my work experience, B.S. in Psychology from UMass/Amherst, MBA in Finance from Bentley University, CERTIFIED FINANCIAL PLANNER™ education from Boston University, specialized tax expertise, along with my deep affinity for empowering women to help my clients get clarity in their goals and confidence in the steps needed to achieve them.
I specialize in tax efficient financial planning, retirement planning, equity compensation planning, and goal-based investment management.
In my free time I love getting outside as much as possible. Lately I’ve been biking in the summer and skiing in the winter with family and friends whenever I can, along with some pickleball and mahjong occasionally mixed in.
Your Success is a Team Effort
To help you make sure all areas of your plan are addressed, we bring together a team of financial professionals, which may include a CPA, estate planning attorney, insurance and other specialists, as well as your current financial professionals. We also work with a select group of partners who help with everything from custody to tradingb to investment management and support.
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Five principles that help us serve as a trusted advisor
Act in the client’s best interest.
We provide advice and recommendations that are in the client’s best interest. Period. Not because we are obligated to (although we are). Not because it works well as a business model (it does). Simply
because it is right. Our other goals follow the path of this guiding principle.
Pursuant to the Investment Advisers Act of 1940, we follow a fiduciary duty standard of care. This is often referred to as the highest duty of care for a client’s welfare, and it’s one we gladly accept— in contrast to the less-stringent suitability standard.
Deliver attentive, individualized service.
We aim to provide a high level of personal attention. We make a point to get to know all our clients and to learn what is important to them. Developing personalized insights is essential to providing appropriate advice and service to each client.
Provide a team for each client.
Each client benefits from a team of professionals. We strive to help clients make sound investment
decisions by incorporating comprehensive wealth management services, portfolio advising, and fixed
income strategies into their long-term plans. Through our access to carefully selected alliances, we have a foundation built on ongoing support, education, and resources, fueling our ability to serve our clients.
Build customized, integrated financial plans.
We develop financial plans that integrate each client’s specific strategy; personal situation; and
willingness, ability, and need to accept market risk. These plans are formalized within a written
Investment Policy Statement to support consistent adherence. We take the time to focus on delivering
true wealth management services, not just money management. This means integrating estate and tax
planning and risk management needs—including life, health, long-term care, and property and casualty insurance—into an overall financial plan.
Offer strategic advice designed to support goals.
Our advice is goal-oriented, whether the goals are imminent or long term. We evaluate and make
recommendations for helping achieve them. We also fit each independent objective into the context
of achieving an overall investment plan.