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Empowerment Through Financial Planning and Investing
Our comprehensive process and approach provide a solid foundation for financial planning and investment management. Education is a cornerstone of our practice; we help our clients understand the intention behind their investments. Our goals are to reduce anxiety, build trust, and provide clarity through a financial plan so it is easier to make decisions and stay on track.
Contact us to start a private conversation about your financial aspirations.
Karen Curran, MBA, CFP®
Molly Keegan, CPA
Supporting the Arts
Our office in a beautiful, renovated 1903 farmhouse in Hadley, Massachusetts, includes a gallery where rotating exhibits of paintings, tapestries, photographs, and other inspirational innovations created by local artists are displayed.
Currently on display is a beautiful collection of watercolor paintings by local artist Diane Nevinsmith. A complete collection of Diane's work can be found at www.dianenevinsmithart.com.
Investing in Community
We were proud sponsors of the Amherst Area Chamber's holiday gift card event this year, supporting downtown Amherst businesses by offering a 100% match on gift card purchases. It was an honor to invest in our local community by doubling individuals' support for local business owners and their employees.