- Harvard Square Financial Planning LLC offers an in-depth level of understanding and expertise in the financial concerns of people working in a nonprofit environment.
- We can benefit clients regardless of net worth or income.
- We are free to focus our attention entirely on clients' needs because we do not receive compensation from the sale of insurance or other financial products.
Mary Koenig
Mary Koenig is founder and principal of Harvard Square Financial Planning LLC. She has worked with the Harvard University community since 1982. In 1998, at the request of the university, she co-founded The Financial Planning Group at Harvard Square where she provided personal financial planning services to Harvard faculty and administrators.
Mary’s strength is her ability to identify issues, analyze and interpret data, and develop effective alternatives for reaching financial goals.
Over the last 30 years, Mary has helped hundreds of individuals and families determine what they can afford to spend on a house, which employee benefit is the best fit, what they need to save for college, and when they can retire.
Originally from Milwaukee, Mary lives in Lexington with her husband and two college-aged children. She enjoys gardening, yoga, and riding her bicycle.
Mary’s strength is her ability to identify issues, analyze and interpret data, and develop effective alternatives for reaching financial goals.
Over the last 30 years, Mary has helped hundreds of individuals and families determine what they can afford to spend on a house, which employee benefit is the best fit, what they need to save for college, and when they can retire.
Originally from Milwaukee, Mary lives in Lexington with her husband and two college-aged children. She enjoys gardening, yoga, and riding her bicycle.
Credentials
Mary completed her certificate in financial planning from Boston University and became a CERTIFIED FINANCIAL PLANNERTM practitioner in 1996. Before that, she earned a BA from the University of Wisconsin and the Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans and Wharton School at the University of Pennsylvania.
She is a member of the Financial Planning Association (FPA), the largest membership organization for personal financial planning experts.