We are Financial Planners who specialize in helping working families.

Jonathan Pond and Timothy Clegg, CFP^®, combine more than 50 years of professional experience delivering real help to working families at all levels of wealth and financial condition. Our state-of-the-art planning tools enable us to provide comprehensive, one-on-one financial counseling at the lowest possible cost.

Our Services

For Individuals:

• 1-on-1 financial planning.
• Tax preparation services.
• Web-based planning library.

For Employers and Community-based Organizations:

• 1-on-1 financial planning services for employees and clients.
• Tax services for employees and clients.
• Seminars.
• Webinars.
• Staff training in tools and techniques of financial planning.

For Financial Planners and Counselors:

• Seminar training in advanced tools and techniques of financial planning for working families.
• Software tools for building detailed cash flows and Action Plans.

What Our Clients Say

"We contracted Community Based Financial Planners because we saw the value in offering this benefit to our employees. We received excellent employee feedback on its effectiveness in addressing both their long-term goals as well as individual financial issues. Moreover, the employee participation rate was extraordinarily high."