We are a fee-only firm. You are our only interest.
Your goals and needs.
Personal interactions.
Your goals and needs.
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.
Personal interactions.
Your goals and needs.
Kochevar Financial Planning, LLC is a Registered Investment Adviser in Massachusetts. The firm principal, John Kochevar, is a CERTIFIED FINANCIAL PLANNER (TM) practitioner and EA income tax professional.
Personal interactions.
Personal interactions.
Personal interactions.
We offer personal interactions to make and implement investment decisions. We carefully consider your funding goals, timelines, and spending needs. And the investment decisions are income tax informed because we are EA tax professionals.
Our Services
Financial planning is complicated with many interrelated issues.
Financial planning is complicated with many interrelated issues.
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.
Financial planning is complicated with many interrelated issues.
Financial planning is complicated with many interrelated issues.
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.