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Empowerment Through Financial Planning and Investing

Karen and Molly
 

 

 

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

 

 

 

 
Diane Nevinsmith, Winter Dell
 

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.

 

View all artists »

Amherst Chamber sponsorship
 

 

 

 

 

 

 

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. 

 

 View our community involvement »