Because we are a fee-only firm, we focus entirely on the goals and needs of our clients. As a fee-only firm, we are not brokers or dealers. We do not sell securities or insurance and do not receive any commission payments. Our only interest is serving the specific needs of each of our individual clients.
Kochevar Financial Planning, LLC is a Registered Investment Adviser in Massachusetts. The firm principal, John Kochevar, is a CERTIFIED FINANCIAL PLANNER (TM) professional and ENROLLED AGENT, the highest credential awarded by the Internal Revenue Service.
We can help you to dream and look forward to what you want to do and where you want to be in your life. We will work with you over the long run to identify important financial goals, recommend ways to achieve them, and assist with implementation.
We typically recommend a broad-based plan that addresses cash flow, debt management, income tax considerations, insurance review, current investments, long-term retirement projections, review of estate planning documents, and other common items of concern including education funding, irregular compensation such as restricted stock or stock option awards, philanthropy, or financially supporting family members including those with special needs.
Our main offering is a renewable, one-year service contract that includes the design and implementation of a complete financial plan including income tax return preparation and filing. The engagement includes several structured meetings, additional meetings as needed for special issues, and 24/7 access to our firm by email and telephone.
The first step for financial planning is a telephone conversation. After our conversation, if you think that we can help, we offer a complimentary, preliminary meeting at our offices in Marlborough, Massachusetts.
We welcome inquiries from people of all ages and walks of life. We have experience working with individuals and couples in all stages of financial life- recent graduates, growing families, those in mid-career, and retirees.
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