As a wealth management professional working in Greater Boston for the past few decades, I pride myself on approaching each client’s needs differently. Each person, family, or group will have a unique situation that’s likely to evolve as life goes on, which is why I offer three different tiers of service.
All of us have the potential to be ‘do-it-yourselfers.’ Being a successful DIYer takes focus, determination, application, and access to the appropriate information, but not everyone has time for that. While some may have the time and interest to be a DIYer and paint their kitchen cabinets or even research investment strategies, it’s not often the case for most people. Many need assistance or desire to be hands-off entirely – sometimes, we need to use the ‘do-it-for-me’ services.
With my three available packages, you can choose what level of service you need to work towards your financial goals – I’m here to help you meet your goals and build the future you envision.
Learn about each service tier below.
| Feature | Do It Yourself | Do It With Me | Do It For Me |
| WealthVision Access | |||
| Secure online document storage | |||
| Monthly Financial Planning Topic Guidence | |||
| Mobile Application | |||
| Account aggregation maintenance | |||
| Data input proofread | |||
| Coordination with existing professional network | |||
| Offer to attend seminars and client events | Virtual | Virtual and live | Virtual and live |
| Access to additional services | Investment Review | NA | |
| Formal Meetings per year | 0 | 1 | 2 |
| On demand planner (on call throughout the year) | |||
| Goal setting and values discussion | yes | ||
| Review of Financial Position | |||
| 1 Page Financial Plan Summary | $750.00 | ||
| Annual Financial Planning Review Meeting | yes | ||
| Annual update to 1 page plan | |||
| Detailed cash flow reporting | |||
| Retirement tracker | |||
| Insurance Review (Life, disability, Long term care) | |||
| Early Retirement Healthcare Planning | |||
| Major purchase planning | yes | ||
| Family financial education | |||
| Roth conversion strategy planning | |||
| Beneficiary Review | |||
| Estate Planning | |||
| Formal Investment Review Meeting | Yes, for assets held at Thrive | ||
| Capital gains analysis | Yes, for assets held at Thrive | ||
| Review Investment Policy Statement | Yes, for assets held at Thrive | ||
| Risk Tolerance Review | Yes, for assets held at Thrive | ||
| Tax Planning Strategies | Yes, for assets held at Thrive | ||
| 401k, 403b, 457 plan analysis | $500.00 |
I’ve worked in the financial advisement sector in Boston and the Greater Boston Area for almost two decades. Today, I primarily operate on the North Shore but service clients from around the country. I have clients in 23 states and adding more every month.
In my two decades of professional financial planning, I’ve had a few questions or circumstances I haven’t been able to advise. I have an existing network of professional alliances and have access to LPL Business Solutions, which employs CFPs that provide industry-trained LPL professionals who can simplify operations and streamline LPL Advisors’ practices.
A strong plan does three things for you.
It takes the cognitive load off mundane, routine decisions; it seeks to safeguard your assets and gets you on track to pursue your life goals.
Without a plan, you’re doubting and second-guessing every dollar you spend. “Can I afford to spend $1,200 on my new phone?” “Will a trip to Disney throw our finances out of whack? “Am I prepared to cover unforeseen expenses?”
You don’t want to be bogged down by these thoughts; the key to pursuing your life goals is being free of these worries.
So yes, I believe everyone needs a financial plan.
Don’t worry if you’ve never consulted an advisor before.
Holding myself to a fiduciary standard, I will step in and show you the ways to pursue financial independence.
All packages include a direct line of communication with me; Holding myself to a fiduciary standard; I will step in and show you the ways to pursue financial independence.
My practice is growing with young parents and young families, but I have experience with clients from various age and wealth demographics, such as the sandwich generation, new parents, retirees, and millennials looking to create financial foundations.
While the training, knowledge, and expertise are similar, retirement planning is specifically for helping people generate sustainable income after their paychecks have stopped. How do you take today’s investments and ensure they generate liveable funds later in life? How do you make those funds last? Retirement planning takes a closer look at the day-to-day living post-work, while financial planning considers the present and future.
I am a family man, with three boys and one baby girl. I chose to focus on helping families align their financial goals because I live the stresses, highs and lows, and everything in between with my family. I’m a family financial planner because I want to help others relieve themselves of financial worries and focus on what matters in life. I strive to help families reach their financial goals
It is a chance for you to get to know me and for me to determine if I can help you. By the end of the call, you should have a good idea if we are a good fit to work together. If we move forward, we can schedule the next 60-minute call.
$500 - Available to DIY and DIWM subscribers (included with DIFM package)
An in-depth review of your current portfolio of investments, based on my proprietary Thrive Method, a program I’ve developed over decades of experience. You’ll receive a custom-generated list of suggestions, actions, and strategies to help maximize your investment and asset allocation. The review features a calculated risk analysis, current cost analysis, and investment performance analysis.
$750 - Available to DIY subscribers (included in other packages)
A one-page financial plan that not only contains information about your current situation but also provides insights to help guide future-focused strategies and decisions. Imagine taking tens if not hundreds of pages of financial data and distilling it into an actionable doctrine - this is the Thrive Certified Financial Planner Review.
$250 Each - Available to DIY subscribers (included in other packages)
We create a customized, concise, and easily accessible plan to address a specific issue you’re concerned with and outline how to approach it. Some examples include college planning, pension options, retirement readiness, early retirement healthcare, social security, and many more!
