Helping You Feel Confident About What's Next

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About Our Firm

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Professional Team

Over 15 Years of Industry Experience

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Fiduciary

Obligation to Clients’ Best Interest

Fee Based Financial Planning & Investment Management

Fee Based

Financial Planning & Investment Management

What We Offer

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Financial Planning

  • Build a plan around your goals

  • Prepare for retirement with confidence

  • Coordinate tax and estate planning

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Investment Management

  • Invest with a clear purpose

  • Build a portfolio around your needs

  • Adjust as markets and life change

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Ongoing Guidance

  • Talk through important financial decisions

  • Keep your plan on track

  • Have someone to call when questions come up

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How The Process Works

A Thoughtful Plan Starts With a Conversation

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01 | Discover

Our first meeting is a conversation about you. We will discuss your family, values, goals, concerns, and the financial questions that brought you to us. It is also an opportunity for both of us to determine whether working together feels like the right fit.

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2 | Organize

If we decide to move forward, we will provide a clear list of the financial information we need to understand your complete picture. We organize that information so you can see where you stand today and where important decisions may need to be made.

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3 | Build the Plan

We evaluate the different areas of your financial life together and develop recommendations around your priorities. Instead of simply telling you what to do, we help you understand your options, the tradeoffs involved, and why a particular strategy may make sense.

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04 | Walk Forward Together

Planning continues as life changes. We continue to review your progress, manage your investments, revisit assumptions, and help you navigate new opportunities and challenges as your family and financial life evolve.

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Frequently Asked Questions

  • A fiduciary is expected to provide advice in the client’s best interest. Our planning process begins with understanding your circumstances, goals, and priorities so that recommendations can be made in the context of your broader financial life.

  • Our practice operates on a fee-based model. Fees and any applicable costs depend on the services provided and the nature of the relationship. Before becoming a client, we will clearly explain how we are compensated so you can understand the costs associated with working together.

  • Independence allows us to approach your financial life from the perspective of what is appropriate for you rather than beginning with a predetermined solution.

    Our practice combines that personalized approach with the resources and infrastructure of EverSource Wealth Advisors.

  • No.

    Our first meeting is designed to understand you, not to audit a perfectly organized financial life. If we decide to work together, we will give you a clear list of the information we need and help you through the process of bringing it together.

  • Yes. Financial decisions often overlap with tax, legal, insurance, and estate considerations. When appropriate and with your permission, we can coordinate with your other professionals so that the different pieces of your financial life are working toward the same goals.