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Rewrite Your Money Story. Build Real Wealth.
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About Me
The Walk You To Wealth Difference
CERTIFIED FINANCIAL PLANNER® professional (CFP®), a Certified Financial Therapist™ (CFT™), and Certified Public Accountant (CPA) with 20+ years of industry experience
One advisor; real relationship
Inclusive planning with no asset minimums or asset-based fees
Flat-fee financial advisor in Massachusetts, serving clients nationwide
Build your financial confidence from the inside out
A financial fiduciary, obligated to act in your best interest
Programs for Individuals and Families
Coaching & Education
A Personalized Program to Help You Achieve Your Financial Goals
This service is perfect for you if: You're new to financial planning, struggling in debt, or just starting to build wealth, and want to create a secure future by mastering budgeting, saving, and debt management.
Comprehensive Planning & Advice
An All-Inclusive Approach to Pursuing Financial Freedom
This service is perfect for you if: You value a comprehensive financial plan, jargon-free investment advice, and proactive investment management without hidden fees and asset minimums so you can focus on what matters most.