Our Approach to Planning

We believe that you deserve top-notch financial advice no matter your age or how much money you have invested. Our goal is to make the complex world of finance simple and easy to understand, so you can make more informed decisions with confidence.

Learn what to expect for your first meeting >

Breaking the Ice

Before you make a commitment to working with a financial professional, it’s important that you feel comfortable working with them. Let’s have a casual conversation to determine if there is a fit. This will give us an opportunity to learn about what’s important to you and to give you an opportunity to ask questions, get answers and learn about what’s important to us before making any decisions.

Get Organized

Once you choose to work with us, our team will work with you to get your financial information organized and in good order. In the process, we’ll get detailed and begin to define your goals.

Analyze & Develop Plan

Our team will work behind the scenes to crunch the numbers and identify strategies for your financial success using the information, documents and ideas you shared.

Explore the Possibilities

Some financial plans are full of complex jargon and rows of numbers.  Together, we’ll take you through your plan using the Personal Financial View® Decision Center. We’ll answer all of your question and give you a clear picture of the impact that specific, strategic actions will have on your financial future. 

Take Action

This is when we tackle the to-do list. Our team will work for you or with you to begin implementing* the strategies that make sense for you. We’ll be there to help you understand the pros and cons of every choice you make and to hold you accountable when needed.

Track Your Progress

We’ll have at least one financial wellness check-up a year. More if you need it. In these meetings, we’ll make sure everything is in good shape and address any changes that life has thrown your way.

Next Steps

Depending on the complexity of your financial situation, we will meet 4-8 times the first year. Should you contract with us, the planning process generally follows the action plan below.

Recommended Timeline Action


Schedule a meeting now on Calendly.

Because we work with clients around the country, you can choose to meet with us in person at one of our offices or virtually via GoToMeeting. Our primary office is located at 200 Clarendon St., in the heart of Boston and we have satellite offices in Wellesley, Wakefield, Providence and Worcester.

Week 1-2

(60 minutes of homework and 30-45 minute GoToMeeting with us)

Get Organized!

Work with our team to gather together your financial information and business documents.

Week 3-4

(60-90 minutes)

Explore the Possibilities

In person or via GoToMeeting, my team and I will help you to explore and understand where you are today, see what is possible and identify strategies to reach your goals.

Week 4-6

(60-90 minutes)

Take Action

In person or via GoToMeeting, we will review our final recommendations and begin implementation of the strategies you wish to take action on.

Week 6-8 Take Control

Personal Financial View makes it easy to manage your accounts and streamline your finances. Register for your personal website on Personal Financial View, and work with our on-boarding specialist to aggregate your accounts.

Annually Each Year Track Your Progress

Annual financial planning check-up with our team.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.