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Home > Financial Planner Directory > Massachusetts > Boxborough > Kathleen R. Dollard, CFP®

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Kathleen R. Dollard, CFP®

Nashoba Financial Planning

1740 Massachusetts Ave
Boxborough, MA 01719
Phone: (978) 456-3735
Fax: (866) 204-4759

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Asset Allocation
Investment Management
Mutual Funds
Retirement
Personal Taxes
Women's Finances

How Planner Charges

Fee Only

Considerations: Our open-retainer program means that not only do you have regularly scheduled meetings, but you also can call us or schedule an appointment whenever you need to.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.