The Practical Planner
Difference
A
plan as unique as you are. There’s
no such thing as a one-size-fits-all
financial plan at The Practical Planner.
Your financial plan is as unique as
your goals and your values. Using
a Life-Integrated
Approach, we
identify your life goals. Then
we integrate every aspect of your finances – taxes,
investments, estate planning, risk
management, education planning, retirement,
and more – so
that those goals are supported.
Maximum tax savings.
Paying
more than you legally owe in taxes
is a sure way to impede your financial
progress. I include tax planning and tax preparation
in my services and evaluate every recommendation
made for its tax implications.
Only a phone
call away.
Your annual
retainer gives you access to all of my
services throughout the year. In addition
to our regularly scheduled appointments, I
am there for you whenever you need me
— at no additional charge.
Understandable, fully disclosed fees.
As a fee-only advisor, I sell
no products and accept no commissions. I
am paid only for my professional advice.
Since my compensation is never contingent
on the outcome of your financial transactions,
you can be confident that the recommendations
I make are in your best interest.
An advisor you
can trust.
You might be surprised
to learn that anyone can call himself
or herself a financial planner – there
are no state or federal laws that mandate
training or licensure. My commitment
to professional education and ethics is
demonstrated by the credentials I have
acquired: Certified Financial Planner® practitioner,
Enrolled Agent, NAPFA-Registered Advisor,
and member of the Alliance of Cambridge
Advisors.
Are
you ready to start your journey towards
financial security?
Please
call Pat Konetzny at 978-461-4932
or email me with
your phone number and best time to
call. I
look forward to hearing from you!
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