Financial Planning

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. Learn more.

Investment Advice

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. Learn more.

Taxes

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. Learn more.

Our Approach to Financial Planning

Fee-Only, Holistic Advice Leads to Better Financial Decisions and Fewer Worries

Taxes and investments are key components of your personal financial plan, but peace of mind comes from attention to all aspects of your financial life. The Importance of Integration Does this sound familiar? You go to a stockbroker for … [Continue...]

From The Blog

Six Reasons Why You Should Not Add Your Adult Child As Co-Owner To Your Bank Account

You could create unwitting problems for yourself and your adult child by adding his or her name to your bank account. My colleague, **Attorney Danielle Van Ess, of DGVE Law in Hingham sums it up well: “While most parents who add their adult children do so out of trust and with love and gratitude in… Continue

Get BRIO Financial Updates!

Sign up for my once-monthly newsletter and receive a FREE copy of my report “8 Ways for the Single Woman to Guarantee She Will Never be Financially Independent”.