About Access Financial Planning

Access Financial Planning provides comprehensive financial planning services with a specialized focus on retirement income and distribution planning, investment management, tax planning, and benefits administration guidance for families who are planning for their own retirement needs in addition to the needs of their loved ones.

Access Financial Planning, LLC is a fee-only financial planning firm founded by Tricia Rosen.

My singular objective is to give clients clarity on how to reach their financial goals, including making sure their disabled loved one has a rewarding and full life. As a fiduciary, I put your needs and interest first, all the time. As a parent of a special needs son, I understand how important it is.

And life happens. I am committed to help you implement, review, and adjust your financial plan along the way so it stays relevant and manageable.

Professional Affiliations

Tricia Rosen, MBA, EA, CFP® Candidate

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 special needs son. During this time my passion for helping family and friends with personal financial planning needs and advocating for my son 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 certificate from Boston University, specialized tax expertise, along with my deep affinity for creating and implementing robust, customized financial plans to help families with a disabled loved one get financial clarity.

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“Luck is a matter of preparation meeting opportunity.”
– Oprah Winfrey