Our Approach

“Every time I turn around, there’s another financial decision to make. How do I know I’m making the right ones?”

A Better Approach to Financial Planning

You aspire to financial independence and living the life you’ve imagined.  You want assurance that your portfolio is aligned with your goals. But trying to figure out how to approach saving for retirement, or the best way to invest your 401(k), or the most advantageous social security strategy on your own may seem like a daunting task.

Perhaps you’re struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer. Worries over finances impacts your life and relationships.  Demers Financial Planning helps you make the decisions to make the most of what you have now and help you build a more secure and enjoyable future.

Expect More.

When you work with us, you can expect:

  • Straight talk. We don’t sell financial products or receive commissions. We are fee-only, so our only compensation is what you pay for our professional advice. Therefore, our complete focus is on what is best for you.
  • All-inclusive approach. Together, we’ll evaluate all aspects of your finances, then design a strategy so each part works in harmony with the others. You’ll see that we pay a lot of attention to areas that are often overlooked or ignored by other “financial planners.”
  • Access. Life is constantly changing. Meet with us or speak to us often as necessary during the year for one annual retainer fee.
  • Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But shouldn’t your financial advisor save you more than they charge?
  • The highest professional standards. We’ve taken the Alliance of Comprehensive Planners Pledge to Clients. So you can be sure you’re receiving the ethical and professional treatment you deserve.

Would you worry less with an advisor on your side? Contact us to learn more about how we can help you achieve your goals.

Maureen Demers is a Certified Financial Planner ™ practitioner.

our approach the holistic financial planning process

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