financial advising


Did you know that I am more than just a CPA doing a tax prep service?

April 25, 2016 As a Certified Financial Planner™professional, and as someone registered in Massachusetts as an Investment Advisor, I work as a fiduciary comprehensive financial planner for a group of clients who have me on an annual flat-fee retainer as their “financial concierge”. This service includes: retirement planning, estate planning, […]

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What to bring to your first appointment with Wendy Marsden, CPA, CFP®

You’ve just signed up for a consultation with a financial professional.  What do you need to bring? It depends a bit on what you’re hoping to get out of the meeting.  Let’s break it into three cases and you can skip to the section you think fits your situation: Financial planning […]