ClearPoint Financial Partners (CPFP) works with employers to create more effective retirement plans. 401k’s and similar plans have become complex for employers to manage and often have hidden or confusing fees that eat away at employee savings. CPFP identifies and renegotiates hidden fees, sparks employee participation, works side-by-side with employers to fulfill fiduciary duties and keep the plan running smoothly.

I have had the privilege of helping clients make thoughtful financial decisions for over a decade. I enjoy helping clients identify life’s priorities and structuring finances around them. This involves tailored investment and risk management strategies that keep current and future tax implications in mind. Every client is taken through a process that explores preferences (ESG/SRI investments are the standard), methods of protection (tax and insurance strategy) and finally peace of mind (estate planning). With a “family office” approach, we have access to high level expertise that is introduced when appropriate.

I love partnering with busy professionals, families and business owners in the pursuit of what matters (to them)!