Career Building

At Neponset Valley Financial Partners, we offer two separate fee & service models for professionals in the early stages of their career: ongoing financial planning and a one-time student loan analysis.

Financial Planning

If you want a comprehensive plan to take you from highly indebted to high net worth, our monthly subscription financial planning service was created for you. The program is tailored to the specific needs of professionals in their 20’s and 30’s, and some of the topics you can expect to be addressed are the following:

  • Student Loans: potentially save thousands repaying student debt
  • Budgeting: (re)align your spending with your values
  • Workplace Benefits: take full advantage of employer benefits package
  • Insurance: protect against catastrophic financial loss
  • Investments: implement a personalized investment strategy
  • Housing: thoroughly weigh the pros & cons of buying vs. continuing to rent
  • Retirement: take the necessary steps today to plan for your life tomorrow

Cost:

$500 plan implementation fee + $167 per month

Student Loan Analysis

If you only want an expert to help manage your student debt, our student loan analysis service is for you. When you work with Neponset Valley Financial Partners, you will receive expert guidance from a Certified Student Loan Professional (CSLP™), who is uniquely qualified to help you choose the most appropriate repayment strategy for you.

Your custom student loan repayment plan considers:

  • Your specific financial goals
  • Your cash flow needs
  • Your life circumstances
  • Your credit score & financial health
  • Your current & projected future income

Cost:

Individual borrowers- $500 flat fee OR $50 per month for 12 months

Two Borrowers- $700 flat fee OR $70 per month for 12 months