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About Us | Larson Financial Planning
http://www.larsonfp.com/about-us
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. About Larson Financial Planning. Larson Financial Planning is a fee only, independent investment advisory and financial planning firm located in Winchester MA. The firm specializes in financial planning and investment management services for health care professionals. Retire BEFORE you quit! Learn how with our free 2-part education series. Schedule your Introductory Call. Raquo; Susan Chesney, CFP.
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Disclosures | Larson Financial Planning
http://www.larsonfp.com/disclosures
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. Larson Financial Planning, Inc. (“Larson”) is a Registered Investment Advisor (“RIA”), registered Commonwealth of Massachusetts. Larson provides asset management and related services for clients nationally. Larson will file and maintain all applicable licenses as required by state securities regulators, as applicable. Larson renders individualized responses ...Prior to commencing an Advisory relat...
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Financial Planning | Larson Financial Planning
http://www.larsonfp.com/services/financial-planning
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. At Larson Financial Planning, we offer Financial Planning and Investment Management. What Is Financial Planning? Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include many things, such as planning for retirement, changing jobs, remodeling, or traveling. How can you benefit from our Financial Planning Services? Speaks bot...
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Investment Management | Larson Financial Planning
http://www.larsonfp.com/services/investment-management
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. As a fee only registered investment advisory firm we can invest and manage your money. We define how your money is being invested, how is it going to be monitored, what changes will be made and when. No more guessing or confusion. Don’t think you know more than the market. Nobody does. 8211; John C. Bogle What is Passive Investing? How is Your Money Invested? At Larson Financial Planning, we belie...
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The Client Experience | Larson Financial Planning
http://www.larsonfp.com/services/the-client-experience
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. You have questions and you don’t know what to do. The first step is to see how we can be of help to you. At Larson Financial Planning we start every engagement with an Introductory Call. This no obligation complimentary call gives you a chance to ask your questions and it gives us the opportunity to see if we can be of assistance to you. You may have specific financial questions that we can answer...
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Speaking Engagements | Larson Financial Planning
http://www.larsonfp.com/services/speaking-engagements
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. Christina speaks frequently at Universities, Hospitals and Professional Organizations Annual Meetings about financial planning strategies for Health Care Professionals. Her most frequently requested topics include:. Reducing Stress Through Financial Health. Did you know that issues around money are the cause of the top 10 stressors on the Stress Scale? Financial Health for the Registered Nurse.
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Resources | Larson Financial Planning
http://www.larsonfp.com/resources
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. Confidential Financial Data Form. Microsoft Word Format (.docx). Microsoft Word Format (.xlsx). Form ADV and Privacy Policy: Larson Financial Planning. Adobe Acrobat (.pdf). You will need the Adobe Acrobat Reader to view this file. Download for free from Adobe.com. FPA Code of Ethics. Adobe Acrobat (.pdf). Dimensional Fund Advisors (DFA). Visit Dimensional Fund Advisors. Visit RIA Stands for You.
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Susan Chesney, CFP® | Larson Financial Planning
http://www.larsonfp.com/about-us/susan-chesney-cfp
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. Susan Chesney, CFP. Susan Chesney, CFP. As a valued member of the Larson Financial Planning team, Sue is an expert in the multiple technical and complex software systems required to develop comprehensive financial plans for our clients. She works with Christina in developing strategies and formulating the reports that guide clients in achieving their personal and financial objectives. Raquo; Tell ...
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Tell A Friend | Larson Financial Planning
http://www.larsonfp.com/about-us/tell-a-friend
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. We grow our business through client referrals. If you’ve been happy with our services or if you think the information on the website would benefit someone else, please share it! Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*). Click here to Tell a Friend. Enter Message To Friend. Raquo; Contact Us.
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Site Map | Larson Financial Planning
http://www.larsonfp.com/site-map
When it comes to your finances, let us take care of you. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. Christina Larson CFP , RN, MSN. Susan Chesney, CFP. Lessons Learned from my Uncle Andy. Prince Died Without Estate Documents – Will You? Lessons Learned from my Uncle Andy. Prince Died Without Estate Documents – Will You? Lessons Learned from my Uncle Andy. Prince Died Without Estate Documents – Will You? There is an Easier Way to Shred Files! How Long Should I Keep Financial Records?