financial record keeping
and organization
My professional and volunteer experience gives me a broad base of skills to assist my clients organize their financial life.
My professional life includes working for Cigna Financial Advisors selling financial planning services, mutual funds and insurance products.
I contribute to my community and held many leadership positions including chair of various committees, President of school and library organizations, and served as a Trustee of the Library Board.
Help clients become calm and confident in their financial life planning goals and organization.
"Mary Alice is a highly effective collaborator who has helped me with a range of financial decisions and organizational tasks. She is knowledgeable, thoughtful, and consistently well-prepared. She is quick to identify key financial issues and excellent at explaining their consequences in clear, practical terms. Mary Alice has an extremely helpful blend of expertise and empathy which makes her an ideal partner in researching, planning, and executing major life decisions."
other client referals provided upon request