Find the Certified Financial Planner™
Who's right for you.

Mary Koenig, CFP®

Harvard Square Financial Planning, LLC

PO Box 381329
Cambridge, MA 02238
Phone: (781) 652-8862

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Retirement
  • Women's Finances

 

How Planner Charges

Considerations: Hourly or Per Project

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