Our Philosophy

Deliver quality, professional, responsive, and compassionate comprehensive financial planning with integrity and at all times with the clients best interests first.

A comprehensive financial plan needs to include conversations around your values and feelings about money, as much as it needs to include the hard facts about money.


Discussions concerning providing for your loved ones, protecting your income and preserving your legacy are all critical elements that need to be woven into the planning conversation.

At Baystate Financial, we want our clients to know that Financial Planning serves as the  foundation of what we do every day.