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CELEBRATING 15 YEARS IN PRIVATE PRACTICE!

CELEBRATING 15 YEARS IN PRIVATE PRACTICE!

| April 11, 2022
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I am overwhelmed with gratitude as I pause to reflect on the evolution of Planning for Good. It was 15 years ago that I made the decision to leave corporate America so I could focus on directly helping people manage their finances and plan for their futures.

Many of you first met me when I began my career as an agent for John Hancock. Others came into our circle during my decade at Baystate Financial. It was there that I developed my focus on financial planning and asset management, with a particular specialty in retirement planning.

While I have grown my practice over the years in large part from the kind referrals of existing clients, I also met some of my favorite people through my work with charitable organizations. With each passing year, my passion became clear; I wanted to use my expertise in financial management to help others connect their money to their heart.

That’s how our practice got its name, Planning for Good. This year, to celebrate our 15-year anniversary, we have adopted a new tagline that’s more in-line with the services we provide…. Wealth Strategies with Heart!

Thank you, most sincerely, for being a part of our practice; as a client, an allied professional, or just a friend who is willing to share our story. We appreciate you!

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