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Christiane S. Delessert, CFP®

Montis Financial

230 Third Ave
5th Flr
Waltham, MA 02451
Phone: (781) 541-5057
Fax: (781) 547-5596

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Banking
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

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