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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What kind of financial planning do you handle for small business owners?
We work with business owners in the Grafton area on cash flow planning, tax strategy, and retirement readiness as your company grows. Our focus is helping you understand your numbers and make informed decisions about your business finances.
Do you work with clients outside of Massachusetts?
We're based in Grafton and primarily serve the local Massachusetts community, though we're happy to discuss your situation when you reach out. Contact us through the site to let us know your location and we'll let you know if we're a fit.
How long does a typical first meeting take?
Plan for about an hour when you come in—we'll walk through where you are now and what matters most to you financially. That gives us both enough time to see if we're the right fit and what a real engagement might look like.
What should I bring when I meet with you?
Bring whatever financial documents feel relevant to your situation—recent statements, tax returns, or notes on questions you have. If you're not sure what's helpful, just come as you are and we'll ask for specifics once we understand what you're working toward.
Do you charge by the hour or a flat fee?
We structure our fees based on the scope and complexity of what you need, and we discuss pricing upfront so there are no surprises. We're transparent about what our work costs and what you get for it.
Can you help me review what I'm already doing with my money?
Absolutely—a lot of people come to us wanting a second opinion on their current strategy or to make sure they're not missing anything. We can review your existing plan and walk you through what we'd recommend, whether that's a full engagement or just advice.