Personal Financial Planning



Planning Starts with Communication

Communication is the foundation of all relationships and the advisor/client relationship is no exception. Our listening session with new prospective clients provide you with the opportunity to share with us your history, values, goals and pain points.

We want to know your money story, the people and causes that mean the most to you, and what you see yourself doing five, ten, fifteen years from now. Our no-fee discovery consultations give you the opportunity to determine whether our culture is a good fit for your goals and values.

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Our clients benefit from consistent communication from us throughout the year. We pride ourselves on educating you about short term volatility and long-term investment opportunities. Our planning process and asset allocation decisions are uniquely tailored to your goals and values. Our dynamic planning approach keeps up with things that may change in your life and we help our clients identify new obstacles or opportunities and guide them toward effective decisions.
schedule a time to talk about your financial picture and future goals
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Our Commitment

  • ONGOING REVIEW AND ANNUAL/SEMI-ANNUAL MEETINGS
  • PERSONAL INVESTOR EDUCATION
  • GOALS BASED PLANNING AND FOCUSED ADJUSTMENT
  • CONSISTENT MULTI-CHANNEL COMMUNICATION
  • DEDICATION TO LONG-TERM RELATIONSHIPS
  • COLLABORATION WITH OTHER PROFESSIONAL ADVISORS

Recommended Reading

Let's Stay Connected

We share many resources with clients monthly and quarterly through our blog, emails, on Facebook, Twitter, and LinkedIn.

These resources are designed to provide you insight and education on current and relevant planning topics that can help you plan for your future.

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OUR OFFICES
  • 1 Van de Graaff Drive Suite 500
  • Burlington, MA 01803

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© DOBLE LEBRANTI FINANCIAL GROUP LLC. All rights reserved.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Fixed insurance products and services offered through Doble LeBranti Financial Group or CES Insurance Agency.

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