Financial Planning in the Berkshires

Spend more time enjoying your life and less worrying about whether you can afford it! Our CERTIFIED FINANICAL PLANNERS® and licensed financial advisors will help you create a financial plan to serve as a roadmap to achieving your goals now and in retirement.

What’s included in my financial plan?

Every financial plan at Berkshire Money Management is tailored to the wants, needs, and circumstances of the client, so no two plans are the same. You can expect that your comprehensive financial plan will include some or all of the following:

  • Discovery conversations designed to reveal your values, goals, and priorities (even those you didn’t realize you had)
  • Analysis of your full financial picture – not just your investments
  • In-depth retirement planning and coaching
  • Strategies for maximizing Social Security benefits and Medicare coverage
  • Recommendations for insurance coverage to minimize risk and avoid overpayment
  • Guidance through the estate planning process to protect your family, your legacy, and yourself
  • Tax planning to help you keep more of your hard-earned wealth
  • Collaboration with other advisors on your team such as CPAs and attorneys
  • Personalized college planning services
  • Business exit planning
  • Flexibility to adjust your plans at any time to fit your changing needs and priorities

Having a plan is only the beginning

We’re all human. Even the best plans can get pushed to the side by other obligations or put off indefinitely because you would rather focus on other things. (We get it. Most people don’t like thinking about money as much as we do.)

As a client of Berkshire Money Management, you have a whole team to help you make your plan a reality. Sometimes that means filing paperwork on your behalf, scheduling appointments, or hosting estate planning meetings for you and your beneficiaries.

The most important part of your financial plan is completing it, so whatever it takes, we’re committed to seeing it through.

Our financial planning services are available to clients invested with BMM or for a one-time fee as a standalone service.