Kochevar Financial Planning, LLC

Kochevar Financial Planning, LLC

Welcome to Kochevar Financial Planning, LLC

About Us

We are a fee-only firm. You are our only interest.

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.

Who we are.

Kochevar Financial Planning, LLC is a Registered Investment Adviser in Massachusetts. The firm principal, John Kochevar, is a CERTIFIED FINANCIAL PLANNER (TM).

A sound, realistic financial plan by our firm can free you from worry about how you are doing and where you are heading financially.

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 prepare and implement ways to achieve your financial goals and dreams.  

Our Services

Financial planning is complicated with many interrelated issues.

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 service offering.

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.

Contact Us

Please write or call us to schedule an initial telephone conversation.

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.

Kochevar Financial Planning, LLC

(774) 329-0849