LEVERAGE FINANCIAL ADVISORY
LEVERAGE FINANCIAL ADVISORY
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    • Home
    • Pricing
    • About
    • Media
      • Blog
      • Instagram
    • Contact
    • Client Login
      • Client Site
      • Interactive Brokers
  • Home
  • Pricing
  • About
  • Media
    • Blog
    • Instagram
  • Contact
  • Client Login
    • Client Site
    • Interactive Brokers

Text/Call (617) 356-1852

FEE-ONLY FINANCIAL ADVISOR

FEE-ONLY FINANCIAL ADVISORFEE-ONLY FINANCIAL ADVISORFEE-ONLY FINANCIAL ADVISOR

Investment Management & Personal Financial Planning 

BOOK ONLINE

What We Do

ORGANIZE YOUR FINANCIAL LIFE

ORGANIZE YOUR FINANCIAL LIFE

ORGANIZE YOUR FINANCIAL LIFE

We consolidate your entire financial life all in one place with your very own client website and net worth dashboard.

MANAGE YOUR INVESTMENTS

ORGANIZE YOUR FINANCIAL LIFE

ORGANIZE YOUR FINANCIAL LIFE

We setup and manage all of your investments including 401K's, 403B's, IRA's, Roth IRA's, 529 Plans and Taxable Brokerage accounts.

KEEP YOU ON TRACK

ORGANIZE YOUR FINANCIAL LIFE

KEEP YOU ON TRACK

You'll receive weekly updates tracking your net worth, spending,  budgeting, and investment performance to ensure you stay on track.

What You Get

All clients get their own Personal Financial Website where we organize all of your financial information in one place. Your website is secure and can be accessed on desktop and mobile devices and will reflect up to date balances on all of your accounts including Checking/Savings, 401K's, 403B's, IRA's, Roth IRA's, 529 Plans, Mortgages, Loans, Credit Cards, Student Loans, Insurance, and more. Your Financial Website tracks your net worth, allows you to create a spending plan, and monitors all of your investments. 

How We Do IT

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Leverage Financial Advisory - Investment Management, Recommended Portfolio, Investment Plan

 We offer ongoing investment supervisory and management services based on the individual goals, objectives, time horizons, and risk tolerance of each client.  We evaluate the current investments of each client, and then construct an investment plan and recommended portfolio well suited for each client’s needs and objectives. 

PERSONAL BUDGETING

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Leverage Financial Advisory - Personal Budget, Financial Plan, Spending Plan

We believe that the foundation of any financial plan begins with a clear understanding of the client’s everyday spending. To gain this understanding we will together review the client’s current income and monthly expenses and help establish a budget and spending plan to track against. 

GOAL PLANNING

INVESTMENT MANAGEMENT

DEBT & LOAN MANAGEMENT

Leverage Financial Advisory - Financial Goals, Goal Planning, Pay Off Student Loans, Down Payment

 We will help clients identify specific financial goals and develop defined plans to attain them. Goals could include funding an emergency account, saving for a down payment on a home, paying off student loans, funding a child’s education, or saving for an upcoming wedding or vacation.

DEBT & LOAN MANAGEMENT

DEBT & LOAN MANAGEMENT

DEBT & LOAN MANAGEMENT

Leverage Financial Advisory - Pay Off Loans, Student Loans, Credit Cards, Interest Rates, Debt

We review each client’s outstanding loans including credit cards, student loans, home mortgages, auto loans, and personal loans, and then create a prioritized debt management plan best suited for their needs.  

EDUCATION PLANNING

DEBT & LOAN MANAGEMENT

RETIREMENT PLANNING

Leverage Financial Advisory - Child College Funding, 529 Plan, Saving for College, Education Plan

Includes projecting the amount of funding that will be needed to fund a child’s college education, or a client’s own graduate, law or medical school education and creating a savings plan to meet that need.

RETIREMENT PLANNING

DEBT & LOAN MANAGEMENT

RETIREMENT PLANNING

Leverage Financial Advisory - Retirement Plan, Retirement Goals, How Much Money For Retirement

 Include projecting the likelihood that a client will have enough money to comfortably retire at a desired age and putting in action a plan to make it happen.

Process And

Pricing

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