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Lawrence Financial Planners

Lawrence financial planners understand the value of a good, hearty work ethic involved in a traditionally industrial place like Lawrence, Massachusetts. When you are trying to figure out how to pay for your housing and keep up with the heating bills for a long, hard winter, you may want to turn to someone who can help. While they cannot pick up the tab for you (and probably will not), they work to analyze your income, expenses and your assets and investments compared to your debts.

This is the basic purpose of financial planners, with Lawrence financial planners only adding in the needed understanding of your unique experience living in Lawrence. You may be a single parent, who wants so badly to give your children everything, including a paid college education. But, then you may wonder how you will do it with such a high cost of living, just for the basics. This is where Lawrence financial planners may be able to step in and offer useful Massachusetts financial guidance that can be both the inspiration and provide the motivation to move you forward.

The inspiration could be just that your Lawrence financial planner had a similar situation growing up, and yet they figured out a way to get them through school, without going broke. Instead, they became a success. And, furthermore, you may find that their mother or father, who was a single parent, carrying the burden of the household, was able to enter retirement with extra money in their 401k and Roth IRA. This may be the motivation for you to get working on your financial future: knowing it is not an insurmountable goal.

Knowing Before You Go

Half the battle is knowing your situation and understanding what you want from it, financially speaking. You may have to prioritize your goals, so that you can meet full on the top three, or a little of each of your 10 ideals. But, a Lawrence financial planner will be able to tell you that only if you communicate what you want. And, then they can help you make a plan to reach your goals.

You will first want to make sure that you find a Certified Financial Planner from a planner directory or National Association of Personal Advisor's credentialed professionals. They have both taken fiduciary oaths, to work only in your best interest. This indicates that you pay them by the hour or project, like a consultant, who assesses your situation and then gives you a report (whether verbally or written) on a suggested course of action to help you get where it is you want to go.

Do be sure to check for Lawrence, MA planners on the CFP Board of Directors' or the National Association of Personal Financial Advisor's Web sites. Then make sure that their credentials are active, and that they have no corrective action against them for any improprieties as a professional. Otherwise, check out other Lawrence planners on the sites, to make sure you find someone in MA you will be able to trust.

Additionally, take into consideration that although you and your cousin may both be living in Lawrence, Massachusetts, you may have vastly different financial needs. So, you may need financial planners in Lawrence who have different specialties. So, if your cousin suggests a Lawrence financial planner for you, you may find that you need different planners. You may need the most help with decreasing your debt load, whereas your cousin needed help figuring out how to manage his wealth in MA.

Your Lawrence financial planner will be someone with whom you feel comfortable communicating. You will be able to talk to them openly and honestly about your situation with any potential planners. Likewise, they will be able to communicate what options you have that are palatable to you for meeting your needs and goals in the present and in the future. You will also want someone with the credentials you need for the special areas in which you need help.

For instance, your cousin may need a planner with estate planning and tax planning credentials, such as a tax attorney and a Certified Public Accountant. You may need instead someone who can help with money matters related to divorce. Once you have chosen a planner, then it is time to find out how they work.

Lawrence financial planners are there to help you make your money work for you, both now and in the future. Your Lawrence financial planner will look at your cash flow and net worth, and then make any assessments on whether you need to tweak your spending to increase your savings. They will deliver a report to you in writing or verbally, and make an appointment to re-evaluate how the plan is working for you say in 6 months to one year.

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Financial Planners in Lawrence

Fredric Weldon, CFA
Fredric Weldon, CFA
550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 01701

Joseph Skees, CFP, Managing Partner
Joseph Skees, CFP, Managing Partner
767 Islington Street
Unit 1D
Portsmouth, NH 03801

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