My name is Kristen Heller, CSRIC®. She/her(what's this?)

Like you, I'm multi-dimensional.  It's not one single role that defines who I am but the culmination of them all. 

I'm a mom, a friend, a wife, and a financial advisor.  

I have been in finance for my entire adult career in one respect or another.  I know what it feels like to work hard and achieve goals and wonder if it's enough. I moved from corporate to personal finance because people need a friendly face to help them navigate the financial world with compassion and understanding. I’m passionate about working with families to resolve their unique concerns. I work with families balancing their careers, households, and taxes. I know from personal experience the challenges of navigating equity compensation and negotiating benefit packages that fit my family’s income needs. I can help your family, too.

I know first-hand how overwhelming it is to find a trusted financial advisor to help you with your financial future. The relationship you form spills into all aspects of life. When my mom’s struggle with Parkinson’s Disease forced us to make tough decisions, my advisor relationship was invaluable. Knowing some of the harsh realities we and others in similar situations face, is what motivates me every day to help you reach your goals and mitigate risks you cannot predict. 

New England has always been my home, and Norfolk, Massachusetts, is where my husband, Chris, and I are raising our two boys. Whether venturing out on the beaches of Cape Cod, visiting the ski mountains of New Hampshire, or camping in the green forests of Vermont, my family and I enjoy all that New England has to offer.

My team and I look forward to the opportunity to serve you. 

Education & Designations

I'm a proud graduate of Keene State College - Bachelor of Science in Business.

• I hold the Chartered SRI Counselor^SM (CSRIC®) professional designation, a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI) and is an industry-recognized credential encouraged by top financial firms. The CSRIC® program provides financial advisors and investment professionals with foundational knowledge about the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments. 

Advisor Licensing, Compensation & ADV

Planning for Good offers planning services and wealth management, as well as investment and insurance products from various vendors. As such, I can be compensated in the form of set fees and/or sales commissions, depending on the services you choose. 

I hold the following licenses:

• Series 7 General Securities Registered Representative, broker
• Series 66 - Combined securities agent and Investment Advisor Representative
• Life & Health Insurance

These licenses are held in my resident state of Massachusetts, as well as several other states, and additional states can be added to accommodate clients throughout the United States.

These licenses require that I be held to the fiduciary standard of care, that is, to provide advice and recommendations that are in the best interest of my clients. 

For a copy of my SEC Form ADV-Pt.2, please click here. The ADV form is a brochure required by the U.S. Securities and Exchange Commission to provide information such as: an adviser's education, work history, conflicts of interest and disciplinary information, if any.