Text/Call (617) 356-1852
We Help Savers Become Investors
Investment Management & Personal Financial Planning for Mid-Career and Hospitality Professionals
How We Do IT
INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
We offer ongoing investment supervisory and management services based on the individual goals, objectives, time horizons, and risk tolerance of each client. We evaluate the current investments of each client, and then construct an investment plan and recommended portfolio well suited for each client’s needs and objectives.
PERSONAL BUDGETING
INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
We believe that the foundation of any financial plan begins with a clear understanding of the client’s everyday spending. To gain this understanding we will together review the client’s current income and monthly expenses and help establish a budget and spending plan to track against.
GOAL PLANNING
INVESTMENT MANAGEMENT
DEBT & LOAN MANAGEMENT
We will help clients identify specific financial goals and develop defined plans to attain them. Goals could include funding an emergency account, saving for a down payment on a home, paying off student loans, funding a child’s education, or saving for an upcoming wedding or vacation.
DEBT & LOAN MANAGEMENT
DEBT & LOAN MANAGEMENT
DEBT & LOAN MANAGEMENT
We review each client’s outstanding loans including credit cards, student loans, home mortgages, auto loans, and personal loans, and then create a prioritized debt management plan best suited for their needs.
EDUCATION PLANNING
DEBT & LOAN MANAGEMENT
RETIREMENT PLANNING
Includes projecting the amount of funding that will be needed to fund a child’s college education, or a client’s own graduate, law or medical school education and creating a savings plan to meet that need.
RETIREMENT PLANNING
DEBT & LOAN MANAGEMENT
RETIREMENT PLANNING
Include projecting the likelihood that a client will have enough money to comfortably retire at a desired age and putting in action a plan to make it happen.