Ellen B Holden MBA Cfp

Information may not be reliable

I offer Fee-only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients.
My office is in my home and is casual and family friendly. My fees are Moderate and I offer weekday, weeknight and Saturday appointments. I am open year round.
Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house.
Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money.
And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many have used stock brokers in the past and felt that they did not get adequate attention or that their accounts were churned. I give reasonable advice emphasizing no-load mutual funds or a mix of mutual funds with the stocks you may already hold.