If you want the peace of mind of making financial decisions with confidence, but don't have time for long, boring meetings, we can help!
We consolidate and organize all your financial information, so when something comes up, we'll be ready!
We specialize in serving the unique needs of LGBTQ & blended families.
Years of experience have prepared us to guide you through important financial decisions.
Will you outlast your savings? Can you weather the storm? We can help you find out.
Protecting yourself and your loved ones in the event of an unforeseen circumstance.
As a Certified Financial Planner™ professional, I focus on working with healthcare providers, business professionals and the LGBTQ community.
Thankfully, I don’t go it alone. At Baystate Financial, we have a team of professionals who are available to help me tailor your plan. Visit the Baystate Resources page to learn more.
Our motto is “put your money where your heart is,” a philosophy of incorporating our values into our work, and those of our clients into their financial lives. We also believe in giving back to our communities by supporting local charitable organizations at the core of our practice. We call this Planning for Good®.