Financial Planning

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What Do You Want to Accomplish?

We offer both in-person and virtual planning services including on-demand financial and investment advice depending on your specific planning needs and personal preferences.

Get More Savvy About Money

  • Eliminate credit card debt
  • Stop living paycheck to paycheck
  • Increase my income
  • Pay down student loans faster
  • Build or improve my credit
  • Create an emergency fund
  • Know where my money is going
  • Start saving for retirement
  • Make smarter investment choices
  • Calculate and build my net worth

Navigate a Life Transition

  • Prepare for retirement
  • Going through a divorce
  • Loss of job
  • Getting married
  • Starting a family
  • Death of a spouse
  • Caring for a family member
  • Starting a business
  • An unexpected windfall
  • Career change

Use My Money to Improve My Life

  • Stop trading my time for money
  • Turn my hobby into a living
  • Become more savvy about investing
  • Quality time with friends and family
  • Go back to school
  • Give more to the causes I care about
  • Save for a vacation home
  • Retire early or start a new career
  • Travel more
  • Create a passive income stream
See How We Can Help >>

What Makes Our Planning Process Different?

We focus on one outcome – helping you live the life that you want

We understand the real reason people hire us, and what makes us unique, is our firm’s singular focus on helping you live your best life by making smarter financial and investment choices, and learning how to use the latest tech tools, devices, and Apps, to maximize your time and financial resources.

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Manage Your Financial Life On The Go

Our secure online planning tool aggregates what you own and what you owe, all in one place, allowing you to see your complete financial picture from anywhere at anytime. All updated daily.

  • View your total assets, liabilities and net worth
  • Know where your money is going
  • Monitor the performance of your investments including your companies 401(k) plan
  • Track the progress towards achieving your financial goals
  • Work collaboratively in real-time with your Financial Planner

Complimentary Initial Consultation

Before engaging our services, we offer a complimentary, no-obligation initial consultation where we can chat about where you’re currently at, where you would like to be, and what might be keeping you up at night. We will give you our honest feedback regarding our ability to help you achieve your objectives and address the financial challenges you may be experiencing.
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Meet Some of Our Financial Planners

Catherine Utley, CFP®

Catherine is a Certified Financial Planner™ Practitioner who has extensive experience in helping individuals reach their financial goals. She is...

Steve Taylor, CFP®

Steve began in the investment business in 2006 and has spent the last 10 years consulting one-on-one with clients. When he first started in the financial...

Katie E. Moore, CDFA®

Katie has over 10 years of experience in providing pre-and post retirement planning advice and investment guidance, and serves as the lead...

Jay Willwerth, ChFC®

With a background in accounting and finance, Jay has been providing his knowledge and expertise in financial planning and wealth management for...

More About Our Financial Planners >>

Our Recent Articles on Financial Planning

Managing your money and making a solid financial plan isn't easy. Our team consistently publishes new articles to help you along your financial journey.

How Interns Accelerate the Growth of Your Business

Growing your business means investing in key staff. Before you jump into the hiring process, you may want to consider hiring an intern to strengthen your team. With 75% of college students graduating with at least one internship, the intern talent pool has never been better. Whether they’re pursuing a degree or fresh out of…

How to Retire in 20 Years or Less

Have you ever thought about how many more years you have to work? For someone in their mid-20s, you could have a long way to go considering the official retirement age is 65. That’s forty more years of working in a job you may not love, or forty more years of being obligated to show…

Alimony Tax Rules are Changing

The sweeping changes under the Tax Cuts and Jobs Act (TCJA) of 2017 affect many aspects of our federal tax system. One major adjustment for many divorcing couples is how spousal alimony will be treated. Definition of Alimony Let’s begin by first defining alimony. According to the IRS, alimony is amounts paid to a spouse…

Do I Have What it Takes to Run a Small Business?

Whether you’re thinking of starting your own business or are already running one, you may wonder if you have what it takes to make it successful. With nearly 50 percent of all new businesses failing within their first five years of operation, you have good reason to be cautious. If you have the right combination…

The Freelancer’s Guide to Saving For Retirement

As a freelancer, you have full and total control over your work. You decide what you do, where you do it, and how you get things done. The freedom and autonomy are attract many workers to self-employment in the first place. But if you already freelance, you know this line of work doesn’t come without a…

Hiring Family: A Guide For Small Business Owners

Hiring the right employees is key to running a successful company, but finding them and retaining them isn’t always easy. As a small business owner, you’ll probably consider hiring a family member to work for you at some point. Maybe you need an extra set of hands on short notice. Maybe they really need a…

5 Financial Tips Before You Remarry

When you’re in the throes of a divorce —particularly an acrimonious one with messy finances — the last thing you want to think about is walking down the aisle again. However, after a few years and with a bit of perspective in the marital rear-view mirror, you might meet someone who makes you want to…

5 Financial Milestones to Hit Before Turning 30

Turning 30 is a big milestone in life — and for many people in their late 20s, it serves as a sort of looming, unofficial deadline on when you should have your life together. You don’t need to put quite that much pressure on yourself, as you’re never truly done growing, learning, or changing. But…

Your Better Life is Waiting on You. Let’s Get Started.

Where would you like to begin?

Financial & Investing
Advice-On-Demand
Starting at $99
Ideal for those seeking financial guidance in a particular area
Sample advice topics:
  • 401(k) Investment Options
  • Improving Your Credit Score
  • College funding strategies
  • Insurance Coverage Review
  • Student Loan Debt
  • Goal Accumulation Planning
  • Creating a Workable Budget
  • Social Security Options
  • Estate Planning Review
  • Navigating a Life Change
What You Get:

(Depending on the complexity of the advice you’re seeking)

30-60 Minute Initial Consultation


Action Plan & Strategy Creation


30 -60 Minute Review of Financial Plan and Action Steps


30-Day Access to a Financial Planner by Email, Phone, Skype for the topic covered (Up to 30 Minutes)

Ongoing
Financial Guidance
Starting at $49 per month
Ideal for those serious about making better financial decisions & designing the life they want
Sample advice topics:
  • Plan Implementation
  • Navigating Life Changes
  • Major Purchase Decisions
  • Building & Improving Credit
  • Your Employee Benefits
  • 401(k) Investment Options
  • Estate Planning Questions
  • Insurance Questions
  • Budgeting & Cash Flow
  • Investing & Tax Questions
What You Get:

Ongoing Access to a Financial Planner by Phone, Email, Skype


Secure Planning Website & Financial Dashboard


On-Going Financial Coaching


Quarterly/Annual Plan Reviews (As applicable)


Accountability check-ins to help you stay on track (If requested)

Comprehensive
Financial Plan
Starting at $1,499
Ideal for those who want a holistic review and guidance regarding their complete financial life
What we can cover:
  • Lifestyle and Career Goals
  • Budgeting & Debt Mgmt
  • Cash Flow & Savings Goals
  • Credit Report Review
  • Retirement Planning
  • Income Tax Analysis
  • Estate Planning Strategies
  • Stock Option Planning
  • Insurance Coverage Review
  • Employee Benefits Review
What You Get:

Secure Planning Website & Financial Dashboard


Thorough review and analysis of your complete financial life


Personalized Financial Plan with Clear, Actionable Advice


60-90 Minute Review of Financial Plan & Action Steps


30-Day Email, Phone, Skype Financial Planner support in putting your plan into action (Up to 90 Minutes)

Schedule a Consultation >>

Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

Catherine Utley

Fun Facts About Me

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

Herbert Kyles

Fun Facts About Me

When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.

Anne Hawkins

Fun Facts About Me

Steve Taylor

Fun Facts About Me

Michelle Mattera

Loves spending time with her son, open-water swimming, and being competitive in any sport.

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