Financial Planning Services
We are committed to providing financial guidance to a broad cross section of the population. This includes working with both high net worth clients and middle income clients. To facilitate such we offer two types of engagements: Advisory Services and Hourly Services.
An Advisory Services relationship includes financial planning and investment management. Those clients whose investment assets total more than $600,000* are considered for Advisory Services.
An Hourly Services relationship involves project-based work and is limited in its scope. We provide this service to those with investment assets less than $600,000*.
To learn more about each of the services, please click on the links below.
*These terms are effective for new clients as of 9/1/08 and do not change existing client agreements.
Ready to set up an appointment? Please fill out the form below:
Meet Susan and Jill
Our mission is to help you organize all things financial and identify what in life is meaningful to you.
We encourage the pursuit of your goals, and provide support and guidance around money decisions. We offer direction along your life path.
- Susan Veligor and Jill Boynton
More about our financial planning and investment management philosophy »
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More Posts from Jill's Blog at Boston.com»Contact Information
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New Hampshire Office
Jill Boynton
70 Old Post Road
Newington NH 03801
Near Portsmouth
603.431.1133 -
Maine Office
Susan Veligor
70 Center Street
Portland ME 04101
207.772.8133
