Financial Planning

Financial Planning

Many of our clients have built successful lives, families and careers, by understanding that over time, there may be a need to adapt to changing financial priorities and goals. We believe the best way to reach these is by starting with a comprehensive review and together create a plan to get you there.

54% of women aged 65 or older and living alone were economically insecure*

"I first started working with Shari after my divorce. My financial situation had changed dramatically and I needed to get back on track to plan for retirement.
We developed a plan and while it took a lot of hard work, I am motivated knowing there is a path forward".

The statement was provided 04/26/23 by Lisa Frankel who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.


*Source: Gerontology Institute at the University of Massachusetts Boston, June 2021

With something as personal and emotional as your finances, it's important to work with an advisor you trust and with whom you want to work with for the long term.

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