Solari Financial is a fee-only financial planning and investment management firm. While working together, we will make sense of your finances and be proactive when things come up. As we collaborate, your plan will be designed to balance tax strategies & retirement planning with your personal life. Throughout the year, we will make decisions together to optimize your opportunities and build wealth.
Investment advice is provided for all clients, even if your assets are held away in your retirement plan. For peace of mind, I monitor them in case changes need to be made. Low-cost funds such as DFA and Vanguard are also incorporated into your portfolio when available.
Over the years, I have worked with a number of physicians from across the country. Locally, I have experience with clients from hospitals including MGH, Boston Children’s, Elliot, and Dartmouth Hospital. Ideally, a perfect client is an attending physician aiming for a long term partnership and better saving strategies.
I am a Certified Financial Planner™ (CFP®) and have been quoted in publications such as The Boston Globe, Wall Street Journal and US News & World Report. Schedule a call today!
- Services: Financial planning, investment management
- Fee Structure: Flat-fee
- Location: Boston, MA and Bedford, NH
- Solari Financial Application, ADV2
- Website, [email protected], (603) 471-3088
- Flat fee structure based upon complexity
- Investment Management: Starting at $1,250/quarter
- Ongoing Monthly Memberships – $2,000 – $5,000 upfront and starting at $300/month
- Hourly Financial Plans: $2,000 – $6,000