Notice - Nashoba Financial Planning is no longer accepting new clients. If you like what we offer, please consider one of my colleagues at the Alliance of Comprehensive Planners (

Would you like to worry less…and enjoy life more?

Would you worry less if you were more confident that you
  • have the right financial plan?
  • are making the best decisions about insurance, estate planning, retirement planning, budgeting, and so on? 
  • have the investments and the investment strategies that will allow you to reach your most important goals?
  • are paying only what truly you owe in taxes instead of giving the government what’s rightfully yours?

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.

Would you like to start today?
Call 978-456-3735 or e-mail We’ll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the worry out of your financial future and achieve the financial independence you desire.

Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon Sign up for our Email Newsletter

344 Stow Rd, P.O. Box 742
Harvard, MA   01451
Phone 978-456-3735    Fax 866-204-4759

Important Consumer Information

All written content on this site is for informational purposes, only. Opinions expressed herein are solely those of Kathleen R. Dollard, President, Nashoba Financial Planning. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Kathleen R. Dollard dba Nashoba Financial Planning, a registered investment advisor in the Commonwealth of Massachusetts. The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer investment advisory services to any residents of any state other than Massachusetts. Nashoba Financial Planning is legally empowered to provide investment advisory services only to residents of Massachusetts or where otherwise legally permitted.

2017 Nashoba Financial Planning. All rights reserved.