I help busy parents get organized and feel confident with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor: ☑️ I focus on you: your time, energy, dreams, and goals. Not your portfolio. ☑️ I work with parents with kids still at home, so I understand your situation. ☑️ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me. ☑️ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year. ☑️ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them. ☑️ I do not charge based on your net worth, or assets invested with me and have no minimums fees. 100% of my income comes from my clients, so whom do you think I work for? By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today. When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.

My clients are young families and professionals in their 30s-40s who have hit a wall when it comes to managing their finances. They have busy personal schedules, growing careers, and recently introduced financial complexity that’s too much to manage. Questions my clients have include: - How do I prioritize multiple financial goals? - I have some cash saved, but what should I do with it? - I don't understand my taxes, is there more I should be doing? - Should I be saving for my children’s education? - Will I be able to retire on time, and live comfortably once I get there? - I’m self-employed, how should I be planning for my future? - How should I handle my equity compensation? - Do I have enough insurance to protect my loved ones? - How does having a baby impact my financial situation?

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

After a winding path of studying dance, working in theater, and various corporate jobs, Sylvie followed a passion for finance and realized she could offer something unique to support fellow creatives: financial planning and expertise, tailored to the unique lifestyles and demands of a career in the arts. She founded The Financial Grove to help remove the burden of financial worry for creatives in the arts. Through this work, she hopes to enable a newfound freedom of choice in projects, without having to decide based on a feeling of scarcity, or a fear of the unknown. Sylvie believes in the power and utmost significance of storytelling, and has witnessed how ingrained financial trauma, coupled with gaps in literacy, can prevent creatives from making decisions motivated by expression and passion. Her mission is to support storytellers to express their voice authentically. She currently lives in Cambridge, MA with her family, but frequently finds herself back in her hometown of New York City (and often forgets she doesn't still live there).

For as long as I can remember, I’ve always been a numbers nerd. Growing up, we had a small chalkboard propped up against the wall. Instead of scribbling random shapes, I would have my parents give me math problems to solve. (Don’t worry – I don’t do my math on a chalkboard anymore!). I started my career in financial services fresh out of college when I was hired at a boutique wealth management firm just outside of Boston. It was there that I quickly fell in love with financial planning. To me, it is the perfect blend of nerdy, technical, problem-solving, spreadsheet analysis and touchy-feely, meaningful, life-changing relationship work. I have always considered myself lucky to have found this profession when I didn’t even know I was looking for it. What better calling can there be than to help guide people in using their money to live their most deeply significant and fulfilling lives? I spent more than 18 years of my career with firms that only worked with individuals and families that had substantial wealth. In short, you already needed to have achieved financial success to get access to our advice! While I have always loved my work and the clients I helped, I could never shake the feeling that there was something missing. Instead of only working with people who already had wealth, I wanted to work with people to help them build it. As a result, Katapult Financial Planning was born.

Like so many of the great XYPN financial advisors you’ll find on this platform, I founded Andante Financial to provide best-in-class, independent financial planning and investment management services. But what makes my firm unique? Here’s three things to start: -After-tax performance is never an afterthought We use robust tax-loss harvesting tools and processes to enhance your after-tax returns. -Investment management: we take it personally We construct personalized investment portfolios for each client; none of our investment management is outsourced or “copy and paste”. -Our values go beyond an account statement 10% of Andante Financial fees are donated to charity and we donate to charities that clients care about so we can redefine "shared values" When I work with a client, I take the responsibility of helping them protect and grow the fruits of their labor seriously; I earned my CFP®, CFA, and CPA marks to expand my knowledge and make the most of any opportunity I get to help a client succeed. But my favorite part of this work is curating a network of clients that I truly enjoy working with and rooting for. Please reach out for an intro call – I’ll enjoy the opportunity to chat and help you get the right person in your corner, whether its me or not.

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, divorce, and expatriation. A strong life and financial plan makes other wealth decisions much more straightforward. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals. Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner, a Certified Divorce Financial Analyst™ (CDFA), a Registered Life Planner (RLP), and Certified in Blockchain and Digital Asset (CBDA). He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C. Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris was the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the National Association of Personal Financial Planners, and the Massachusetts Council on Family Mediation. He is also on the board of the Massachusetts Council on Family Mediation, where he chairs the Investment Committee. Chris earned the Baccalaureat in France, and he speaks French fluently.

I’m T.J. van Gerven, founder of Memento Financial Planning—a virtual, fee-only firm helping high-earning couples in their 30s and 40s align their money with what matters most. Most of my clients are navigating complex financial lives: managing equity comp, balancing student loans and child care, investing excess cash, and trying to figure out when enough is enough. I help them make smart, tax-efficient decisions while building toward a life of financial flexibility—where work becomes a choice, not a necessity. My planning process combines technical expertise with deeper conversations around values and purpose. Because financial planning isn’t just about growing net worth—it’s about using your resources to live more intentionally. When I’m not reviewing tax returns or modeling equity strategies, I’m probably road tripping with my partner, wandering a farmer’s market, or listening to a philosophy podcast.