The power of financial planning... for
everyone
.
Who We Are
We are Certified Financial Planners® who specialize in helping working families.
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Services
For Employers and Community-based Organizations:
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1-on-1 financial planning services for employees and clients.
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Tax services for employees and clients.
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Seminars.
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Webinars.
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Staff training in tools and techniques of financial planning.
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For Individuals:
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1-on-1 financial planning.
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Tax preparation services.
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Web-based education and ongoing support.
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What Our Clients Say
Western Mass Food Bank, Inc.
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Valley Opportunity Council, Inc.
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Nuestras Raices, Inc.
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Individuals.
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