We have found the key to planning your future is an open line of communication between us. Help us understand how best to help you.

It is important that:

  • We know each other very well. We make it a priority to clearly understand your individual circumstances.
  • We understand your situation on an intimate, personal level. The more we know about you and your family, the better we can address your needs. We do not act on hunches. We will only act on what is important to you.
  • Learn from this process. This is a dialogue. You'll want to ask us lots of questions about our recommendations. We encourage you to ask for explanations and details, and to challenge us when you have additional concerns.
  • Work together. Our job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of our recommendations. The decision will always be yours.

If you have any questions, please do not hesitate to reach out to us at 781-356-2969 or click on the following link to schedule a meeting with us: https://calendar.linktivity.net/JimMoniz.