This ProAdvice financial planning package includes a minimum of two meetings with a qualified financial planner from Baystate Financial - identify your objectives, priorities, and retirement plan; analyze your investments and get personalized portfolio recommendations; review your legal documents and estate planning needs; and get a final written plan with overall analysis and recommendations.

This package is the perfect way to plan for the future, simplify your finances, and make the most of your income!

Read more about Karen Melo, CFP, ADPA.