If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You’re wondering if you will ever achieve your goals and enjoy peace of mind.
You can enjoy financial peace of mind.
When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully.
We can help.
What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is based on only one piece. Is it any wonder that the pieces then don't fit together?
What makes us different?
We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.
We are a member of the Alliance of Cambridge Advisors (ACA), an organization that pioneered holistic financial planning--planning that focuses on the person, not a product.
We are fee-only financial advisors. We sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.
Objective Advice--Our complete focus is on what is best for you.
Accessibility--Our open-retainer program means that not only do you have regularly scheduled tax and financial reviews, but you also can call us or schedule an appointment whenever an unexpected problem or new opportunity arises--and it won’t cost you a penny more!
The Most Comprehensive Advice Available--Taxes and your personal residence probably represent your largest financial commitments. We integrate these and all the other pieces of your financial puzzle into one overall, comprehensive plan.
Value-Based Pricing—Nashoba Financial Planning is not the least expensive financial advisor you will find, but we are committed to providing value that exceeds our fee.