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Planning Services

Financial planning can provide piece of mind. It allows you to see your financial picture, in the present and in the future. It helps you determine your financial goals and creates a solid plan to meet those goals. 

At Boston Wealth Strategies, our planning process is an ongoing circle of engagement. Through relationships that encourage open and honest communication, one-on-one conversations, data gathering and a comprehensive planning process, we provide you with the confidence to organize your financial life, achieve your goals and focus on accomplishing what truly matters to you.






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Financial Planning Process

We begin with a free, no obligation consultation to determine if financial planning is right for you. During this consultation we learn more about your personal situation, identify your values and goals, and understand your tolerance for risk. Should you choose to engage us for financial planning, a fee is charged based on the complexity of your situation and we begin data gathering and development of your financial plan. 

Agreement & Data Gathering 

By gathering your documents and financial data, we get a full understanding of your financial picture. We then go beyond the financials to understand your life's goal and consider your values and ambitions in the planning process as well. 

Account Establishment 

Using our planning software, we customize your own personal financial website, to give you the tools to see everything you own all in one place, in a private and secure location accessible only to you and your financial advising team.

Recommendation & Plan Review  

Leveraging our years of experience, we design a clear strategy for achieving your lifelong goals. We review this strategy to confirm the accuracy of the information. This may involve collaboration with other professionals, such as your CPA or attorney. 

Decision Center Meeting

We help you visualize “what if” scenarios, alternate situations, and the potential impact of financial choices and recommendations. 

Financial Plan Delivery

We execute this strategy by implementing* a customized financial plan suited to meet your unique needs.

Your Financial Website Tutorial

We'll schedule 1-on-1 sessions with a website specialist to give you the knowledge to easily utilize your personal financial website.

Monitor & Review

Our commitment continues by overseeing the progress of your financial plan and re-evaluating every 1-3 years, or after a significant life event.


*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.