Financial Planning Services in Newton, MA

Investment Strategy

Build an investment approach around your goals, risk tolerance and time horizon. Consider how portfolio choices fit with retirement plans, taxes and other financial commitments.

Retirement Planning

Connect your retirement savings, investments and tax decisions in one plan. Evaluate the trade-offs between spending today, saving for the future and deciding when to retire.

Insurance & Risk

Review your existing coverage and financial exposures in the context of your plan. Identify protection needs and unnecessary complexity, with advice that does not involve selling insurance products.

Estate & Beneficiaries

Review beneficiary designations and how your financial decisions support your wishes for family and legacy. Coordinate planning with your attorney, who handles legal advice and estate documents.

Business & CFO Support

Project-based CFO support for small business owners, including decisions about pricing, hiring, financing and growth. Each engagement focuses on the business question you need to resolve.

Tax Planning & Equity Compensation

Evaluate tax-aware choices around income, investments and equity compensation, including RSUs. Coordinate financial decisions with your CPA when needed; tax preparation is a separate service.

Family & Education

Plan for education costs and competing family priorities. Consider savings timelines, 529 strategies and the trade-offs between supporting children, helping parents and funding your own future.

Home & Major Purchases

Evaluate a home purchase or other major expense within your broader financial plan. Work through affordability, timing and the effect on savings and other priorities.

Cash Flow & Debt

Bring income, spending, savings and debt decisions into one picture. Evaluate repayment priorities and the trade-offs between reducing debt and funding your other financial goals.