Jean has been providing fee-only financial planning services since 2002. She has degrees from Tufts and Northeastern 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 taught Financial Planning to other professionals at the national level, and has been quoted in major publications.
OWNER, SENIOR ADVISOR