Melissa Murphy Pavone CFP®, CDFA®

Are you a Mediator, Therapist, Attorney, CPA, or Divorce Coach who values professional connections and wants to expand your network? 

Thinking about your future? Have an old 401k somewhere? Not sure if you are financially ready to retire? Haven't heard from your existing advisor? Wan... Read more

A quick and personalized check-in to review your current financial situation, address any recent changes or concerns, and ensure your financial plan s... Read more

The Financial Intake Meeting is the first step in building a personalized financial plan that aligns with your goals and values. We will take a compre... Read more

This meeting is not only about numbers—it’s about understanding your unique situation, values, and vision for the future. Come prepared with relev... Read more