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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 $18,000 for charity over the last four years. Take a look at some of the causes that we support.

  • Make A Wish
  • YPI
  • Meeting Street
  • Big Brothers Big Sisters
  • Mass Mentoring
  • Sojourner House
  • Ashland Education Foundation, Inc.
  • RI Pride
  • Habitat for Humanity®
  • MGH 1811
  • Zoo New England
  • Adoptions Together
  • Stadium Theater
  • Alzheimer's Association
  • AIDS Care Ocean State
  • American Liver Foundation