Lantern Financial LLC - Fee only financial planning for the Greater Boston Area 50 Franklin Street, 3rd Floor       Boston, MA 02110
617-482-2700      info@lantern-financial.com       

 
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Our Clients

Click the tabs to read more about your specific need: Young Professional, Engaged Couple, or Married Couple

Are we a good match for you?


Young Professionals

You are a professional, unmarried person. You are between the ages of 25 and 45 years old. You have several competing goals, and you are looking for the guidance to help you reach them. You are ready to take your financial life to the next level and you want to make sure you are making the best choices for your situation. You may or may not have much money saved, and either way, you want to make sure you will be set up to live the most satisfying life possible.


 

Young Professionals - Service Package Descriptions

Bronze

This is the package for clients who will benefit from in-depth Financial Counseling. Over two sessions, we will help you examine your relationship with your money and why you make the choices that you do when it comes to your financial life. We will look to your Financial Ancestry to help you figure out why you have developed your money related habits, philosophies and attitudes. While there is no Financial Planning included in this package, after working through our unique, extensive curriculum, you will be prepared to make intentional, positive choices with your money now and in the future.

Silver

This is the basic Financial Planning package, designed for clients with relatively uncomplicated financial lives. If you are simply looking to get your financial ducks in a row, but don't have too many special needs, this three-session package may be a good fit for you. Everything in the Bronze package is also included in the Silver package.

Gold

This is our most popular package. It is a perfect fit for clients who are ready to take their financial lives to the next level. This three-session package is for you if you want help with your basic Financial Planning needs but also would benefit from attention in areas such as debt management, credit improvement, and budgeting. Everything in the Bronze and Silver packages are also included in the Gold package.

Platinum

For clients who have many competing goals, and are seeking assistance in many areas of their lives, this package is a great fit. If you are seeking an experience that will truly touch every part of your financial life, we encourage you to choose this package. We will help you to make sure you have all your bases covered in this extremely comprehensive and thorough three-session package. Everything in the Bronze, Silver and Gold packages are also included in the Platinum package.


 

Engaged Couples

You are on the hunt to be sure that you are making all of the best choices headed into your wedding and your marriage. You have heard that 50% of marriages end in divorce, and that is a worrisome statistic. You may or may not realize that the highest cited reason for marital struggle is financial conflict. The two of you may not have had many financial conversations just yet, but as you plan for your Big Day, you want to be sure you are also preparing to become a happy, successful, life-long team. You want to learn the skills to navigate the tough conversations and avoid the arguments when money discussions occur.


 

Engaged Couples - Service Package Descriptions

Bronze

This is the package that includes our nationally acclaimed Premarital Financial Counseling program. Over the course of two fun, skill-building sessions, you and your fianc»(») will take an in-depth look at each of your money related habits, philosophies and attitudes. We will explore each of your Financial Ancestries and determine your Financial Personalities. You will make decisions about when and how you will merge your money together. While there is no Financial Planning included in this package, after working through our unique, extensive curriculum, the two of you will be prepared to communicate lovingly and effectively for the success of your Financial Romance. You will be well positioned to navigate the money discussions and avoid many of the money fights as you become a team in your marriage.

Silver

This is the basic Financial Planning package, designed for clients with relatively uncomplicated financial lives. If you are simply looking to get your financial ducks in a row as you approach your marriage, but don't have too many special needs, this three-session package may be a good fit for the two of you. Everything in the Bronze package is also included in the Silver package.

Gold

This is our most popular package. It is a perfect fit for clients who are ready to take their financial lives to the next level. This three-session package is for you if you want help with your basic Financial Planning needs but also would benefit from attention in areas such as debt management, credit improvement, and budgeting. Everything in the Bronze and Silver packages are also included in the Gold package.

Platinum

For clients who have many competing goals, and are seeking assistance in many areas of their lives, this package is a great fit. If you are seeking an experience that will truly touch every part of your financial life, we encourage you to choose this package. We will help you to make sure you have all your bases covered in this extremely comprehensive and thorough three-session package. Everything in the Bronze, Silver and Gold packages are also included in the Platinum package.

Each of the above packages can be customized to meet your specific needs.
Please call us at 617-482-2700 or click here to contact us. We would be happy to discuss the ways in which we can help you Shine Brighter in your financial life!


 

Married Couples

You are between the ages of 25 and 45 years old. Whether you are newlyweds, or it has been years since your wedding day, you are building a life together. You want to be a happy, successful, life-long team. You have several competing goals, and you are looking for the guidance to help you reach them.

You are ready to take your financial life to the next level and you want to make sure you are making the best choices for your situation and your family. You may or may not have much money saved, and either way, you want to make sure you will be set up to live the most satisfying life possible. Additionally, you have heard that 50% of marriages end in divorce, and that is a worrisome statistic. You may or may not realize that the highest cited reason for marital struggle is financial conflict. You want to learn the skills to navigate the tough conversations and avoid the arguments in your marriage when money discussions occur.


 

Married Couples - Service Package Descriptions

Bronze

This is the package that includes our nationally acclaimed Couples Financial Counseling program. Over the course of two fun, skill-building sessions, you and your spouse will take an in-depth look at each of your money related habits, philosophies and attitudes. We will explore each of your Financial Ancestries and determine your Financial Personalities. If you have not already done so, you will make decisions about when, if and how you will merge your money together. While there is no Financial Planning included in this package, after working through our unique, extensive curriculum, the two of you will be prepared to communicate lovingly and effectively for the success of your Financial Romance. You will be well positioned to navigate the money discussions and avoid many of the money fights as you grow together as a team in your marriage.

Silver

This is the basic Financial Planning package, designed for clients with relatively uncomplicated financial lives. If you are simply looking to get your joint financial ducks in a row, but don't have too many special needs, this three-session package may be a good fit for the two of you. Everything in the Bronze package is also included in the Silver package.

Gold

This is our most popular package. It is a perfect fit for clients who are ready to take their financial lives to the next level. This three-session package is for you if you want help with your basic Financial Planning needs but also would benefit from attention in areas such as debt management, credit improvement, and budgeting. Everything in the Bronze and Silver packages are also included in the Gold package.

Platinum

For clients who have many competing goals, and are seeking assistance in many areas of their lives, this package is a great fit. If you are seeking an experience that will truly touch every part of your joint financial life, we encourage you to choose this package. We will help you to make sure you have all your bases covered in this extremely comprehensive and thorough three-session package. Everything in the Bronze, Silver and Gold packages are also included in the Platinum package.

Each of the above packages can be customized to meet your specific needs.
Please call us at 617-482-2700 or click here to contact us. We would be happy to discuss the ways in which we can help you Shine Brighter in your financial life!


 

Each of the above packages can be customized to meet your specific needs.
Please call us at 617-482-2700 or click here to contact us. We would be happy to discuss the ways in which we can help you Shine Brighter in your financial life!


 

 50 Franklin St, 3rd Floor     Boston, MA    02110617-482-2700                   © 2017 Lantern Financial LLC