Financial Planning & Analysis for North Andover, greater Boston, the Merrimack Valley & Southern New Hampshire

Financial Planning & Analysis is a critical business need for businesses of any type or size as well as individuals wishing to optimize their business and/or personal goals and objectives.  While the axiom “Proper Planning Prevents Poor Performance” is a good guideline on which to base our everyday actions, it is critical in the financial planning arena.  Successful financial planning can only be achieved by taking a holistic approach it is not effective to plan for only one aspect of a client’s life.  At a minimum, the client’s attorney, financial planner or investment advisor and tax accountant should be included in the plan that identifies the client’s present and future needs.  A good financial plan includes planning for college expenses, retirement planning and estate planning; the plan should be reviewed and updated every few years.  We work with other professionals to create the team approach that develops the plan that best serves the client.

We would be pleased to review your individual business and personal financial planning and analysis needs and provide an appropriate level of support so that you can best achieve your business and personal goals. Please contact us at 978.699.3003 or 603.347.1029 for a consultation.

Diane T. Coll, CPA is conveniently located for clients in need of assistance with financial planning and analysis from throughout the Merrimack Valley towns of Andover, North Andover, Methuen, Haverhill and Amesbury as well as the greater Boston north shore towns of Wakefield, Reading, North Reading, Arlington, Melrose, Wilmington, Peabody, Saugus, Danvers, Beverly, Manchester by The Sea, Gloucester, Tewksbury, Woburn, Salem, Lynn, Malden, Medford, Middleton, Winchester and Stoneham Massachusetts. In addition Southern New Hampshire clients from Salem, Plaistow, Derry, Londonderry, Atkinson, Kingston and Windham also find Diane T. Coll, CPA conveniently located.