How long does it take for my financial situation to change?

It varies between each individual, couple, or small business owner. It also depends on the current state of your financial affairs and the reason you came to Financial RecoverySM. You can be in the process for a few months or as long as a year.

How often do we meet?

In the beginning we’ll meet more frequently, about twice a month.  Once you begin to feel like you have a firm foundation and commit to staying connected to the process, we meet at least once a month. The meeting times vary for individuals, couples, and small businesses.

Where are you located & how do we meet?

I am located in central MA where I meet with clients locally and nationally. If you are close by, I would love to have you drop by my office for your appointment, otherwise I will arrange an online meeting so we can share screens and information.

How long are the appointments?

For individuals the appointments are 1 hour in length and for couples and small business owners the time is 1 1/2 hours.  In the beginning we may need more time so the sessions could run longer.

What is the difference between Financial Planning and Financial RecoverySM?

Financial planning includes things like planning investments, insurance, retirement, education, and risk management. Financial RecoverySM deals with the day to day management of your money, how it’s spent, creating spending and earnings plans, and ultimately looks at the behaviors that drive your decisions. If your goal is to invest your money, then I would help to you get there.

Who are my clients?

They are typically individuals, couples, and small business owners who earn good money but can’t seem to understand why they’re unable to save and get ahead.

How do I know this is right for me?

Contact me for a free 15 minute consultation to ensure that this is the right fit for you.