Peace of Money: Boston Financial Planner

Financial Planning Services

Face-to-Face Hourly Planning

Face-to-face planning is an interactive process in which we work together to arrange your finances wisely and generally to get your financial life in order. You may have particular areas of concern, and I might suggest others that you need to focus on. We meet as frequently as you choose to answer your questions and to accomplish your goals. Together we create an action plan for you to follow for the short and long term.

My hourly fee is $150. Appointments are generally for one hour to an hour and a half. The overall initial cost depends greatly on the degree of complexity of your finances and how many areas you would like to cover.

Payment is due at the close of every meeting. Reduced fees are considered for clients with low income and few assets. Sessions must be cancelled at least 24 hours in advance to avoid being charged for time scheduled.

Annual Retainer

If you are looking for greater support and supervision of your finances, I offer a retainer relationship. For an annual fee based on your net worth and income, I will provide up to 10 financial planning meetings and support as well as the management of your investments at either of two brokerage firms, Charles Schwab or T.D. Ameritrade. I create well-diversified portfolios of mutual funds which are appropriate for your level of risk tolerance and your life circumstances. Portfolios can be limited to socially responsible investments if so desired.

Tax Preparation

I offer tax preparation only to clients. It can benefit our financial planning work for me to understand the ins and outs of your tax circumstances, and it also helps my tax preparation to know your financial life from all angles.

Peace of Money • Watertown, MA • 617.744.0193