Harvard Square Financial Planning LLC helps members of the nonprofit community understand their financial situations and make practical, well informed decisions about the financial implications of life’s transitions.
Individualized focus
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Clients turn to us to accomplish their financial goals: saving for retirement, buying a home, funding college, or comparing job offers. We help with everything from managing cash flow to developing comprehensive financial plans. There are no-cookie cutter solutions — every plan is custom created to meet your specific situation.
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What makes us different
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Harvard Square Financial Planning LLC works with people who are affiliated with a nonprofit institution. With 30 years of experience in an academic setting, we can apply our extensive knowledge of university policies, cultures, benefit plans, and TIAA/CREF options and opportunities. We are able to deliver more efficient and cost-effective services because we know what to ask and what is important.
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