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Planning for Good® is how we do business, we “put your money where your heart is.” Our goal is to help our clients focus on the good things, now and in their futures. Our team does that through financial planning and by implementing strategies that keep your personal values in mind.

I also believe in the importance of giving back to our communities. Helping to raise money for non-profit organizations and charitable causes is integral to my practice. If you are involved with a community organization and are looking for our support, please contact us.

Our Planning for Good® team is proud to have raised over $20,000 for charity over the last five years. Take a look at some of the causes that we support.

  • Make-A-Wish
  • PFLAG
  • Youth Pride RI
  • Meeting Street
  • Big Brothers Big Sisters
  • Mass Mentoring
  • HRC
  • East Bay Community Action Program
  • Sojourner House
  • Ashland Education Foundation, Inc.
  • RI Pride
  • Habitat for Humanity
  • Zoo New England
  • Roger Williams Zoo
  • Providence Children's Museum
  • Out MetroWest
  • Adoptions Together
  • Stadium Theater
  • Alzheimer's Association
  • AIDS Care Ocean State
  • GPGLCC
  • American Liver Foundation
  • Fenway Health
  • Southcoast Health System