Independent, fee-only financial planning and investment management practice serving clients primarily in Massachusetts.

I help pre-retirees and retirees make the switch to using their portfolio to fund their expenses in a tax-efficient and cost effective manner. I have institutional level portfolio management resources and efficiencies through my partnership with Focus Financial Partners, while providing a boutique financial planning service to my clients as an independent Registered Investment Advisor. 

I do not sell products or receive commissions, ever. I educate my clients on realistic options to reach their goals, implement the client's choices, and monitor the client's progress toward their goals while making adjustments along the way.

I take what feels overwhelming and make it both manageable and meaningful.

Access Financial Planning, LLC

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Access Financial Planning, LLC

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