This package includes a financial planning appointment with Stonehearth Capital Management in Danvers, MA. This service is designed to explore who you are and where you want to go in life. A financial planner will help organize your financial life.  

About Stonehearth Capital Management:
At Stonehearth Capital Management, we have made a commitment to excellence and continuous improvement in everything we do. Our goal is to exceed our clients' expectations for service, advice, and performance at all times. We judge our success as planners and professional investors based on the quality of our clients' lives and their satisfaction with our unparalleled service.

We involve our clients in every step of our process and ensure that they understand and support the decisions that we make. Unlike many of our competitors, we’re a tight-knit group of professionals and we pride ourselves on the long-term relationships we’ve built with our clients.

Our clients also appreciate our defensive approach to asset management. We believe that the best way to make money is to avoid losing it in the first place and have developed a sophisticated and highly disciplined process. We manage wealth through every market environment by focusing on growth during periods of low and normal risk, and reducing risk when markets decline. While we can’t predict the future, we can take steps to identify and manage risks and help you keep the wealth you’ve built.

We focus on integrated asset management and financial planning and believe that helping our clients reach their goals requires attention to both the quantitative and the qualitative aspects of financial services. We believe that our disciplined investment process, honed by years of experience, can help our clients achieve their ideal future.