branches-in-winter | martha payne, financial planner

Efficiency is doing things right; effectiveness is doing the right things.

Most of our clients come to us with advisors already in place, whether it’s accountants, investment professionals, etc. people who have already helped provide them with a certain level of planning. And chances are you’ve made a number of individual decisions, but do you know if and how it all works together? I look for planning opportunities to better coordinate your financial life.

“Financial Planning is too complex and too important to manage on your own.”

People often feel better and do better when they know what they have and can see it all in one place. And the difference between merely having your work done versus having it done well can mean greater confidence in your plans.

What do I do?

Make sure you know where you are today – I often work with clients who don’t have a clear picture on what they make, or spend, or have. We start with two things, net worth and cash flow. When these two pieces are clear, true financial planning can begin.

I help you figure out where you want to go and how you’re going to get there. Whether it’s 1 year or 30 years from now, we can help you get there. And we break it into manageable and actionable pieces.

Work with your existing advisors, whether that’s your accountant or attorney. And if you don’t have a relationship you love, I have a network of professionals that can help.

Act as a catalyst to help you get things done. We’re all busy, and sometimes while financial planning is important, it can fall to the bottom of the list.

What to Expect

Intro Meeting

Data Gathering

Recommended Course of Action

Working Sessions

Implementation and Onboarding

Ongoing Planning and Service

Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. © Integrated Financial Partners

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LINKS:

Form ADV | Client Relationship Summary | LPL Financial Form CRS

Martha Payne

Integrated Financial Partners

Mailing Address:

200 5th Ave Suite 4010, Waltham, MA 02451

Meeting Location:

770 Legacy Place, 2nd Floor, Dedham, MA 02026

Phone: (617) 341-8162

Email: [email protected]