Sometimes, the opportunity to ask questions or talk through a financial situation
is the only immediate service a prospective client may initially need.
To assist, I offer the opportunity to schedule a one half hour phone consultation to meet that need.
Click here to schedule a time that works for you.

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Contact By Email:

Contact By Phone:

Office: (617) 733-9926

Hours: 8AM to 6PM, Mon. to Fri., or by appointment

Our In-person Service Area

(We serve remote clients anywhere in the U.S.A.)

Approximate Service Area