Jean has been providing fee-only financial planning services for over 13 years. She has degrees from Tufts and Northeastern Universities in Mathematics, Geology and Computer Engineering, and she received her Financial Planning education from Boston University. She is a Certified Financial Planner Practitioner and a registered advisor with the National Association of Personal Financial Advisors (NAPFA). Jean is also a member of the Financial Planning Association and the National Association of Tax Professionals.
Because of her expertise, Jean has been invited to train other financial planners in creating comprehensive financial plans at NAPFA regional and national conferences. Jean has been quoted in a variety of publications, including Consumer Reports, Forbes, Kiplinger and the Wall Street Journal.
Jean has recently built an Energy Star home in New Hampshire. For those clients with an interest, she can offer them options for 'sustainable' investing and advise them on the financial aspects of solar energy.
We offer ongoing services to clients who are looking for an in-depth relationship with a financial advisor who will have an understanding of their unique circumstances and create a custom solution for their personal financial needs. This solution is not suitable for short term or hourly engagements that cannot take advantage of our style of client service. Our fees are based on assets under management and to be cost effective for both the client and us. We require a minimum level of $500,000 of investable assets.