The Practical Planner - Financial Indepedence, Peace of Mind

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“I believe that financial
planning is a continuous,
life-long process focusing
on the steps that lead to
financial freedom
and peace of mind.”

Patricia Konetzny, CFP® EA

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Are you confident you are making the best financial decisions you can?

Life’s road can be full of challenges. Working with a trusted personal financial advisor to provide solutions based on your goals and stage of life will help you make the most of your journey. Those who choose working with The Practical Planner will find financial peace of mind.

Do you want:

To enjoy life and be financially independent?
To be sure you are doing everything necessary to secure your financial future?
Continuous, ongoing advice that considers your changing life circumstances?
A professional partner to answer your questions so that you understand your finances?

You’ll notice this list doesn’t include anything about assets and income. That’s because working with me is less about what you have and more about how you want to live. You only need to be willing to truly listen to advice and motivated to make the changes that will help you achieve your life goals.

Are you ready to secure your financial future?

If you are looking for a holistic approach to your investments and taxes, one that is based on your personal goals and values, circumstances, and aspirations, I invite you to browse through my web site to learn more about working together. If you have questions or would like to make an appointment, please call me at 978-461-4932 or email me with your phone number and best time to call. I look forward to hearing from you!

Wondering “Is This For You?” and what kind of results you can expect from working with The Practical Planner? Click here and learn more.

Contact Patricia Konetzny, CFP® | Email | Telephone 978-461-4932

Patricia Konetzny, CFP®, EA - dba The Practice Planner - is listed with the Commonwealth of Massachusetts as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or qualified to conduct business by virtue of a state de minimus exemption. This website does not provide investment advice, nor is it intended to be an offer to provide investment advisory services to individuals or entities in any state in which The Practical Planner is not currently authorized to do so.

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