I’ll be by your side.
Receive 7 easy steps on how to get your finances in order.
What I do.
I have over 20 years of experience in the financial planning sector with particular focus on serving self-funded, small business owners.
As a fellow small-business owner, I understand the unique challenges and opportunities that come with planning for your future. My mission is to partner with each client in reaching their financial goals by using my systematic, evidence-based approach and developing a collaborative, long-lasting relationship built on integrity and transparency.
This comprehensive financial plan covers 1 year of personalized guidance that includes 6-7 meetings (in-person or virtual), unlimited ability to ask financial questions, timely information and follow-up for your financial plan.
Or get the ball rolling by taking an assessment.
I am Bill.
My wife and I live on a 200-year-old working farm in the small town of Bolton, MA. In our free time we try to grow things, work on all the projects that come with owning a historic home and barn, and keep our three labs and Guinea Hens (think a cross between a chicken and turkey) happy and healthy. My wife enjoys riding horses, while I enjoy running, history and cooking.