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We prioritize health and safety. Our COVID protocol includes both remote and socially distant meeting options.

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

Patch of Blue, oil on panel by Joanne Holtje
 

 

 

 

 

Our office suite on the former Clarke School campus in Northampton, Massachusetts, provides viewing space for paintings, tapestries, photographs, and other inspirational innovations created by local artists.

Currently on display is a collection of abstract landscapes by painter Joanne Holtje. We invite you to take a moment to enjoy this delightful exhibit virtually

 

 

View all artists »

Investing in Community

2021 Big Brothers Big Sisters Daffodil Run
 

 

View our community involvement »  Investment in our community is a source of joy and pride for us.  Individually and as a firm, we are committed to helping our community thrive serving as local volunteers, board members, and event sponsors.