Financial Planning Alternatives


Women & Families

Find Trusted Family Financial Planning Services in Westport, MA
We know how challenging it can be to take control of your finances when you have so many other responsibilities—and how much more rewarding it is when you do! At Financial Planning Alternatives, we specialize in family financial planning services. We’ve created a platform that allows you to set your own goals and track your progress toward them. You can even share your results with friends, family members, and other trusted advisors who can provide support and encouragement along the way. Our mission is to help you achieve the financial control you deserve. We’ll work with you one-on-one to create a customized strategy for balancing your personal and professional goals. Request a consultation in Westport, MA, or surrounding areas to start discussing your objectives.

Why Do You Need Family Financial Planning?

Our focus is women financial planning. There are still significant differences in how women need to approach investing due to challenges that are unique to them. These factors include:

The Wage Gap– The gender pay gap still exists. According to an article by AAUW titled “The Simple Truth about the Gender Pay Gap,” the median earnings for women in 2017 were 20% less than the median earnings for men.

Caring For Children or Parents– Women, on average, spend more time out of the workforce caring for children or for elderly parents. This leaves them with less opportunity to contribute to retirement plans and lower Social Security contributions.

Longer Lifespans– On average, women live longer than men, which means they have to save more for retirement in order to outlive their savings.


Here to Help You Make the Most of Your Finances

Do you aspire to support your family, retire comfortably, or fund your children’s education without financial strain? Embracing family financial planning is a smart move. This approach is particularly beneficial for women seeking financial planning, offering a comprehensive process to manage your finances effectively. The process encompasses setting targets, monitoring expenses, and crafting an income strategy that aligns with each woman’s unique needs and aspirations. This could involve retirement savings, debt reduction, or investing in your child’s education. It also includes the crucial step of establishing an emergency fund to safeguard against unforeseen financial challenges.

Our services in family financial management are tailored for women who are determined to secure their own financial well-being, as well as that of their families and future. Offering women financial advice, our family financial planners are equipped to guide you through various aspects, from retirement planning to estate management.

In need of specialized financial planning for the family? Don’t hesitate to contact us. We dedicate time to comprehend your distinctive circumstances and develop customized solutions. Discover more about our offerings by scheduling a consultation in Westport, MA, or nearby regions.


Small Business

Get Access to Small Business Financial Planning Services in Westport, MA

Looking for financial planning for small business owners in Westport, MA? You’ve come to the right place. We know it takes a lot to keep a small business afloat. It’s our passion to work with small business owners to help develop secure financial plans and tax strategies that help them save money and grow. Our advisors help implement employee benefit and retention programs designed to be tax-efficient and cost-effective for you and your employees. We also offer business planning services such as funding for buy/sell agreements and key man protection. Your business is your largest asset; protect it with guidance from our knowledgeable team at Financial Planning Alternatives. Contact our team to get started on our small business financial planning solutions.

Take Control of Your Finances and Grow Your Business

If you’re a small business owner, you know the importance of keeping your finances in order. Good financing ensures you have enough money to pay your bills and that your company is growing and thriving in a way that makes sense for your long-term goals. But, keeping up with your small business’s finances can be overwhelming. That’s when we come in.

We know how to manage everything from payroll and bookkeeping to accounting and taxes. Moreover, we specialize in financial planning services. Our team works with you to create a custom financial plan that works for your specific needs and goals so that you can focus on what matters: growing your business.

Join Forces with a Qualified CFP

We’re a team of CFP professionals who have worked with hundreds of small businesses just like yours to design custom financial packages tailored to their needs and goals. We understand that every business has its own unique set of challenges, and we know how to help you overcome them—whether it’s by creating a plan that will help you achieve your goals or taking care of all the accounting for you. Consult with our experts in Westport, MA, to find out more about how our small business financial planning services can help you.


Are you ready to make the right choices?

Contact Financial Planning Alternatives to secure your financial future with guidance and care.

Work With a Millennial Financial Planning Expert Serving Westport, MA

Financial Planning Alternatives is a family practice. Bring your kids to our office to set them up for a life of financial knowledge. Start planning while time is on your side! We offer a comfortable, non-intimidating environment for young people to start planning for their futures. Our advisors help millennials with retirement saving strategies, investment advice, and more. Call us now if you're in or around Westport, MA, to schedule a consultation.

Every Dollar
Needs a Purpose

Financial Planning Alternatives is a family practice. Bring your kids to our office to set them up for a life of financial knowledge.

The first step in millennial financial planning is identifying your goals and values. Then we work with you to set up a budget and implement it. We’ll also help you figure out how much insurance coverage you need, how much debt is reasonable, and how much money you should save each month.

Here at Financial Planning Alternatives, we welcome informative conversations with young adults. Education and early planning are key to starting off on the right financial path. We have the tools and technology to help you reach your financial goals, no matter what they might be…

  • -Paying off your Student Loans
  • -Traveling
  • -Owning Your Own Home
  • -Starting your Own Business
  • -Savings/Emergency Fund
We can HELP!  Let’s have a conversation.

Let's Have a Conversation

You're living in the most exciting and challenging time in human history. You have more options than ever before, and it can be easy to get overwhelmed. But that's why we're here! We believe that financial planning should be simple, straightforward, and completely customized to your needs—and that's what we do here at Financial Planning Alternatives. Call us for financial advice if you're in or around Westport, MA.

The earlier you start saving, the less income you'll have to give up later. Don't wait until your 40s or 50's to start planning for retirement; contact Financial Planning Alternatives today and help avoid years of stress down the road.

You can’t start planning for tomorrow until you evaluate your current financial situation. Our advisors help you identify your needs and goals so that we can start building personalized strategies to get you from where you are to where you need to be. 

The first consultation comes at no cost.

Our advisors help our clients set personal budgets and identify areas where they could be saving more money. With our guidance, you can learn how to better manage your finances so that you can save more for your future. 

Our advisors help our clients choose the right investments for their personal needs and goals. If you want us to assist with your finances through all of life’s twists and turns, start building a plan with us now. 

Owning your assets is about protecting the things that are important to your livelihood. Our advisors sell products and strategies that help our clients secure the things they care about most. 

For many, working with a financial advisor is an unfamiliar experience. We aim to create a comfortable environment in which each individual client can feel heard and cared for. When you work with us, you form a lifelong partnership. 

We’re not a “give us your money and let us do the work” type of firm. It’s our passion to educate our clients so that they know what’s best for them. We’ll help you increase your financial literacy no matter what your experience level is. 

Your job situation changes, your family changes, the economy changes… your financial plan needs to change too. Our professionals advise our clients to stop in regularly for a review so that we can maximize the benefits of our services. 

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