We are Certified Financial Planners® and specially-trained Planner Associates who provide confidential, professional, one-on-one financial planning help to working families in Western Massachusetts on an affordable basis. Our planning services are practical, action-oriented, and designed to help working men and women from diverse backgrounds make real progress toward their goals.

We work in close collaboration with Employers and Community Based Organizations to ensure that our clients' needs are met at the highest level of effectiveness and at the lowest cost to the client.

We work strictly by the hour, sell no financial products, and subscribe to the highest ethical standards as maintained by the Board of Standards of Certified Financial Planner®, Inc.

Our Mission is to make a positive and measurable contribution to the financial strength of a significant number of working families in our community.

Our Vision is to develop an innovative, sustainable and scalable financial planning delivery model capable of training, deploying, and supporting a new generation of Community Based Financial Planners. CBFP practitioners, working from independent practices across the region and the country, support each other through membership in the CBFP Network. The CBFP Network offers members access to the CBFP Planner training curriculum, proprietary CBFP "Eggplant" financial planning software, and the CBFP "Enchilada" financial planning practice management system. Members of the CBFP Network develop and share best practices for the delivery of community based financial planning services to working families in diverse communities nationwide.