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209 Broadway Street
Hanover, MA 02339

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Alison McCarthy, CFP® RICP®

(617) 967-3695

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React Once Upon a Goal

The Cycle of Financial Planning

The financial planning process is an ongoing engagement. It is not a one-time event that you ‘set and forget’. In order to pursue the financial independence you would like to have you need to stay up-to-date with the plan and pick the right people to work with.

I have the experience to help guide you through your unique path with intelligent and thoughtful strategies. 

Contact me today to book a complimentary appointment to review your financial goals and how I can help you reach them.  

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A presentation about managing money: using it, saving it, and even getting credit.

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