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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. View all artists »

Community Involvement

United Way

Some of the ways in which we support our community are through volunteer and board commitments as well as event sponsorship.

View all community involvement »