Services


Just Wealth helps client take action on building wealth in the short-term and long-term.

I am passionate about helping clients effectively and efficiently build wealth, automate savings and investing, and reach financial goals for themselves and loved ones -- so you can spend your time focusing on family, community, your life's work, personal endeavors, and making the world a better place.

I provide personally relevant and accessible financial education to help you understand how to make money and financial systems work for you, and to build your confidence as a critical consumer of mainstream financial advice. 

Just Wealth is a fee-only financial planning firm and upholds a fiduciary duty to all clients. 

This means that my fees are based on the quality of personalized advice I provide to you, and the time I spend conducting an objective analysis of your financial situation. I do not earn commissions, and do not sell investment or insurance products. My clients' goals are my focus. 

Just Wealth is a virtual financial planning practice and works with clients throughout the U.S.

My firm is a Registered Investment Advisor with the Commonwealth of MA. I work with clients via video conferencing, and all information gathering and communication is done digitally. Less paper is a good thing.


Financial Planning Topics Include: 

  • Automate your savings

  • Automate your investments

  • Create a savings plan

  • Organize your financial life

  • Buy a home or investment property

  • Eliminate debt and improve your credit score

  • Understand insurance

  • Get a clear sense of your financial goals

  • Develop your investment strategy

  • Plan for education expenses

  • Deal with student loans

  • Maximize your benefits at work

  • Plan for big changes to your finances

  • Combine finances with a partner


For new clients: Financial Planning Onboarding

$600 individuals / $800 for couples

We’ll meet twice. In the first meeting we’ll get a clear sense of your financial picture, and define and set a timeline for your financial goals. During the second meeting, I’ll provide recommendations and help you take the necessary next steps toward your goals.

You’ll also have continuous access to my secure online financial planning portal during and after our sessions that we’ll personalize for your unique financial situation.

This will be an interactive process, and I’ll be your guide along the way. 


For returning clients: Hourly Financial Planning

$200 per hour

After our initial sessions, we’ll make plans for what follow-up may be needed. Semiannual or annual meetings are typically recommended to update the financial plan. 

Follow-up meetings are 1-hour, not including any preparation that may be needed. I’ll let you know if any preparation needs to be done ahead of time.

Note: Hourly financial planning is available for clients who have worked with Just Wealth within the last year.


 

Questions? Get in touch with me by email

-or-

 call 617.804.1032