My focus is helping women on their own (either by choice, divorce or widowed) and investors and couples within 15-20 years of retirement. In partnership, I will help you make informed decisions with your serious money to reach your retirement and other lifetime goals. Allowing someone into the world of your finances can be deeply personal. It is important to select someone with a wealth of practical knowledge, personal experience and a passion for helping others. I understand that for some, finance can be like a foreign language. I take pride in working with people who are inexperienced with investments and money matters. I empower my clients with a clear understanding of the process and help put together the pieces of the "financial" puzzle in non-technical terms. In order to serve my client's more complex needs, I have earned the CERTIFIED FINANCIAL PLANNER™ certification. I have 22 years of insurance experience under my belt, so risk management within a financial strategy is a natural priority in my process. Along with growing wealth through investments, I help my clients with preparing for the unexpected through life insurance protection and long-term care considerations, as well as thinking about insurance as a tax-advantaged legacy tool. I regularly collaborate with my clients' CPAs and attorneys to provide a seamless holistic financial strategy, always keeping client information confidential.I genuinely love my job because what I do makes a difference in the lives of friends, family, neighbors and my community. My entire professional career has been client-centric, and our branch team takes pride in providing exceptional client service. Whether your needs simple or more complex, we are here to help you. Outside of work, I am a mom, a wife and a 23-year resident of Somerville. I like to spend my free time with my family enjoying outdoor activities and all the action that my hip town has to offer. I sit on the board of the Somerville Chamber of Commerce, the Kiwanis Club of Somerville and the Prospect Hill Academy Charter School Foundation. If you think we may be a good fit, please call my office to set up an introductory meeting. 617-764-5360. Let's talk soon! Best, Haley