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WHO SAYS MONEY MANAGEMENT CAN'T BE FUN AND CONVENIENT?

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 provide financial planning and wealth management, in person and/or through an online digital experience, to help you:

  • Learn how to protect your income and assets
  • Compare your options for saving in volatile markets
  • Avoid making common mistakes when investing
  • Understand what you are paying in fees and income taxes

WEALTH
MANAGEMENT

Years of experience have prepared us to guide you through your life transitions.

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RETIREMENT
PLANNING

We create strategies that are tailored to your needs and goals.

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MODERN FAMILY
FINANCIAL PLANNING

We specialize in serving the unique needs of LGBT & blended families.

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PLANNING FOR GOOD

My passion is helping people from all walks of life feel empowered through financial education.

As a Certified Financial Planner™ professional, I focus on working with women, business professionals and modern families, including the LGBT 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®.

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