Who We Are

We are Certified Financial Planners® who specialize in helping working families.  ⇒
 

Services

For Employers and Community-based Organizations:   ⇒

  • 1-on-1 financial planning services for employees and clients.  ⇒
  • Tax services for employees and clients.  ⇒
  • Seminars.  ⇒
  • Webinars.  ⇒
  • Staff training in tools and techniques of financial planning.  ⇒

For Individuals:  ⇒

  • 1-on-1 financial planning.  ⇒
  • Tax preparation services.  ⇒
  • Web-based education and ongoing support.  ⇒
 

What Our Clients Say

  • Western Mass Food Bank, Inc.  ⇒
  • Valley Opportunity Council, Inc.  ⇒
  • Nuestras Raices, Inc.  ⇒
  • Individuals.  ⇒