Financial Planning for Young Families and Professionals
Optimize your finances, prioritize your goals, and reduce financial stress
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Who We Serve
Our clients are young families and professionals in their 30s-40s who have hit a wall when it comes to managing their finances. They have busy personal schedules, growing careers, and recently introduced financial complexity that’s too much to manage.
Questions our clients have include:
- How do I prioritize multiple financial goals?
- Will I be able to retire on time, and live comfortably once I get there?
- Should I be saving for my children’s education?
- I’m self-employed, how should I be planning for my future?
- Am I missing any tax planning opportunities?
- How should I handle my equity compensation?
- Do I have enough insurance to protect my loved ones?
- How does having a baby impact my financial situation?
These questions scratch the surface of the dilemmas our clients face.
What We Do
One-Time Financial Planning
Our one-time financial plan will clarify your goals and values, and build a clear path to help you achieve them.Ongoing Financial Planning
Ongoing financial planning ensures that you always have a professional advisor on your side to guide you through life’s financial questions and help you to make decisions with confidence.ABOUT STILL RIVER FINANCIAL PLANNING
I founded Still River Financial Planning in 2021 to help young families and professionals eliminate financial stress from their lives. I truly believe in the power of having a fee-only, fiduciary financial planner in your corner. When you have an advisor on your side, you’re able to prioritize financial goals and make decisions with confidence. Still River Financial Planning is located in Ayer, MA, and I work virtually with clients in the Boston area and across the country.
Ready to Learn More?
I’d love to speak with you about your unique financial planning needs. Schedule an obligation-free consultation with me today.
