Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At Eastern Planning Inc., we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.
Our Services Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: Eastern Planning is focused on you.
"It’s important for clients to understand how they can manage their behavior to help achieve their long-term investing goals."
- Matthew Blecker, CFP® , CFA, M.B.A.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Designed for You A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. Eastern Planning utilizes a comprehensive approach to help you design your masterpiece.
Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.
