Wealth Strategies with Heart™ · Mansfield, MA

Virtual financial planning, crafted with care.

Ongoing planning and wealth strategies for busy professionals and the LGBTQ+ community.

  • Safeguard your income, assets, and choices
  • Navigate volatile markets with confidence
  • Take control of fees and taxes to keep more of what you earn
Begin Your Journey Explore Services
Focus Areas

Planning that fits your life.

With a fiduciary duty, we help you consolidate and organize your financial life so you can make intentional decisions that protect your income, assets, and future.

Woman smiling while reviewing a financial letter

Retirement Planning

  • Are you saving enough to retire when you want, with the lifestyle you'd like?
  • Have you optimized your investments?
  • Does your employer offer equity compensation you don't know how to use?
  • Will you outlast your savings? Can you weather a storm?

Together we can build a financial plan that guides your decisions with confidence and keeps you on track toward the retirement of your dreams.

Couple reviewing finances together at home

Investment & Wealth Management

  • Do you know your risk tolerance and how to balance it with the return you need?
  • Interested in investing with your values in mind?
  • Ready for help from an experienced investment advisor?

We help investors diversify, accumulate, and spend their hard-earned savings with strategies that align with their personal circumstances.

Joyful modern family laughing together

Modern Family Planning

  • How do you plan to provide for children from a previous relationship?
  • Do you know the differences in retirement and aging faced by the LGBTQ community?
  • Want to protect your loved ones without anxiety about working with financial professionals?

We specialize in serving the unique needs of LGBTQ and blended families.

Let’s craft a plan that gives you clarity, confidence, and control — so you can focus on what matters most.

Our Approach

Transparent, fiduciary, values-driven.

Our virtual approach makes it simple to consolidate and organize your financial life. We guide you through a clear process so you can make intentional decisions with a plan behind them.

  • Virtual Planning, Crafted with Care
  • Tax Planning Services
  • Investment Management & Income Planning
  • Financial Planning for Modern Families
  • All About Retirement Income
  • Protecting What’s Most Important with Insurance
  • Start Investing with WealthBuilder
Diversity & Inclusion Commitment

Every voice welcome.

We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Planning for Good is dedicated to inclusion and respectfulness, regardless of race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.

Request a Discovery Call

Let’s see if we’re a good fit.

You’ll meet virtually with a member of our team to learn more about our services, tell us what you’re trying to accomplish, and see if we’re a good fit. We value your time and want to ensure we’re the right match for your needs.

Request a Discovery Call Call (877) 568-7526
Please note: all new clients begin with a comprehensive financial plan. The minimum fee is $2,500 and may vary depending on the complexity of your personal planning needs.
Contact

Get in touch.

Office

(877) 568-7526

Mobile

(877) KMT-PLAN

Email

[email protected]

Mailing Address

20 Cabot Blvd., Suite 300
Mansfield, MA 02048

Hours

Virtual meetings by appointment — call for availability.

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