At Harvard Square Financial Planning LLC, you are our focus. We start by clarifying your questions and goals. We develop a fundamental understanding of your situation based on a comprehensive review of your current financial position, including assets, liabilities, insurance, and benefits. In a series of conversations, we help you refine your objectives and explore your options.
As we describe the alternatives, we explain the benefits and shortfalls/pros and cons of each choice. Through an interactive discussion, we develop recommendations and then produce a written action plan. We give you the information you need to make sound decisions, and we make it easier for you to implement those decisions with concrete action items and hands-on support.
As we describe the alternatives, we explain the benefits and shortfalls/pros and cons of each choice. Through an interactive discussion, we develop recommendations and then produce a written action plan. We give you the information you need to make sound decisions, and we make it easier for you to implement those decisions with concrete action items and hands-on support.