"Karen and the entire team at Planning for Good are, without question, the best financial planners my wife and I have ever worked with.

We recently needed to transition to a new financial planner and reached out to Karen. From the very beginning, the experience has been outstanding. She and her team take the time to clearly explain every service they offer and are completely transparent about costs. At no point did we feel pressured into services we did not need, which is something we truly appreciate.

What really stands out is how approachable and patient they are. They answer every question thoughtfully and never make you feel uncomfortable for asking something basic. Whether we have questions about a new job offer, taxes, or general financial planning, Karen is consistently responsive and helpful.

Their online portal is also excellent. It is intuitive, easy to use, and gives us a clear picture of our finances whenever we need it. They even walk you through how to use it so you feel confident managing your information.

Karen and her team genuinely focus on helping clients make good decisions, not on selling services. For the level of expertise, transparency, and personal attention they provide, they are also incredibly affordable.

I cannot recommend Planning for Good highly enough."

Monica 

 "We feel so fortunate to have the opportunity to work with Karen and her team! Karen has helped us to feel a sense of control over our current finances and our plans for retirement that we never thought we'd achieve. She is organized and methodical about making sure we get through each step, while keeping our meetings and communication loose and open so that we feel like we can ask any questions or raise any topic that is on our minds. We love that Karen is willing to dig into any topic with all of the details or just take the lead and make high level recommendations on topics that we don't have the bandwidth to learn more about."

Ehrika and Michelle

"I knew Karen before she became a financial planner. We not only worked together, her desk was right next to mine. You learn a lot about someone being that close on a daily basis. Thoughtful, caring, detail oriented, highly intelligent yet down to earth. She breaks down finances so you can understand the concepts, then explains how it applies to your personal portfolio. I've been with her since the beginning and we'll be working on my retirement plans in the not so distant future!"

Lynda K

"It was such a pleasure to work with Kristen! I first came to know her through some free, local financial education courses and appreciated her calm, warm style. My husband and I had considered working with a financial planner in the past, though never found the right fit for such a big investment/commitment.

After getting to know more about Kristen, I told my husband that I think I found the one! We signed on for a year contract and put in the work while partnering with Kristen to understand more about our current finances, prioritize goals as a family of four and gain clarity for our future. All along, Kristen was truly supportive and never judged our past decisions, simply meeting us where we were and encouraging our growth as a team.

I appreciate that Kristen shares that she has been "on the other side of the table" and has used her own strategies to set her and her family up more successfully. We highly recommend Kristen!"

Sarah B

"We met Karen 10 years ago as a result of a Zoo New England auction item of free 2-hour financial consultation she donated. My wife and I were truly the winners. I was 55, with my daughters in and soon to be in college, so I had begun the next stage of money planning – thinking about our retirement. I must have skimmed 10 financial books, but was paralyzed with next step and both of us very busy with work and life.

Karen started us off in a relaxed way and got both of us talking about personal and then financial goals. Despite my thinking otherwise, my wife and I were not yet 100% aligned. She was able to take in the data, including the financial worksheet we filled out, to lay out a comprehensive plan.

She walked us through 2 key tactical recommendations that were only possible because we had a 10-year horizon; side note, the earlier planning for retirement the greater options available. Now as we get ready to retire, the more and more I like what Karen recommended. In retirement, I will not lose sleep worrying about monthly cash flow which was a theme of all the books I read.

In summary, we like the way in which Karen first gets to know you as a person and your goals, then works with you on a very comprehensive financial retirement plan."

Andrew and Maura

"It has been a privilege to work with Karen and her team at Planning for Good over several months. Her understanding of the economic landscape and markets is first-rate, and her patience, ability to translate complex issues into layman’s terms, and overall commitment to client service are outstanding. Karen listens to me and makes sure that my wishes and interests are reflected in her estate planning and investment recommendations. I look forward to a long relationship with Karen and Planning for Good!."

Michael S.