Harvard Square Financial Planning LLC helps members of the nonprofit community understand their financial situations and make practical, well informed decisions about the financial implications of life’s transitions. 

Individualized focus 

Clients turn to us to accomplish their financial goals: saving for retirement, buying a home, funding college, or comparing job offers.  We help with everything from managing cash flow to developing comprehensive financial plans.  There are no-cookie cutter solutions — every plan is custom created to meet your specific situation. 

Objective advice/
fee-only compensation

When you work with us, you receive personal, objective advice. And objective is the key word: we provide a fee-only service. We do not sell products, nor do we receive commissions. Instead, we are paid directly by you, and your best interests are our only goal.

What makes us different

Harvard Square Financial Planning LLC works with people who are affiliated with a nonprofit institution. With 30 years of experience in an academic setting, we can apply our extensive knowledge of university policies, cultures, benefit plans, and TIAA/CREF options and opportunities.  We are able to deliver more efficient and cost-effective services because we know what to ask and what is important. 

"Lagoon Bridge, Boston Common" by btwashburn is licensed under CC BY 2.0.