419 Huckins Neck Rd.
Centerville, Massachusetts 02632
Year firm began: 1990
Number of advisors in the firm: Two advisors, one part-time assistant
Number of clients: Twenty clients for whom she manages assets. All other clients are seen on an hourly basis.
Compensation method(s): Primarily hourly fees, some asset management fees
Average fee for a comprehensive financial plan: $1,000
Fees for managing assets: 0.5% of assets
Hourly Rate: $140 per hour
Client demographics: Massachusetts residents, primarily dual-income couples employed in high-tech industries and divorced or widowed women
Previous incarnations: Owner/administrator of a Sylvan Learning Center, elementary school special education teacher, junior and senior high school history teacher
Professional designation: CFP
Outside interests: Playing tennis, sewing, braiding rugs, golfing, skiing, swimming