Financial Planning Alternatives
Women & Families
Find Trusted Family Financial Planning Services in Westport, MA
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 want to be able to support your family, retire early, or pay for your children’s college education without breaking the bank? If so, then family financial planning is for you. Family financial planning is a process that helps you develop a clear plan for how to manage your finances. The process includes setting goals, tracking expenses, and creating an income plan that accounts for each woman’s needs and goals. This can include saving for retirement, paying off debt, or saving for a child’s education. It also means building up an emergency fund if anything goes wrong with your finances.
Our family financial management services are specifically designed for women who want to take care of themselves, their families, and their futures. Our family financial planner will help you with everything from retirement to estate planning.
Need financial planning for the family? Reach out to us! We’ll take the time to understand your unique situation and design tailored solutions. Learn more about what we can do for you by scheduling an appointment in Westport, MA, or surrounding areas.
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.
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.
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
- -Owning Your Own Home
- -Starting your Own Business
- -Savings/Emergency Fund
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.