The Practical Planner LLC


274 Main StreetGrotonMassachusetts01450United States View Map


$2.4 Million



SIC Codes:



The Practical Planner is an independent, Fee-Only financial planning firm. We partner with individuals and families to provide financial solutions through comprehensive financial planning. The relationship we have with each of our clients is the foundation of our practice and allows us to build our plans with honesty, education, and transparency. At The Practical Planner, we are dedicated to understanding your goals and building a tailored financial plan to get you there. We do not believe in a "one-size-fits-all" financial plan- everyone's life is different with many unexpected twists and turns. Your financial plan should be as unique as your goals and values. By using a Life-Integrated Approach, we identify your goals, and then integrate every aspect of your finances to ensure a comprehensive financial solution tailored to your specific needs. The goal: To enjoy every part of your life to the fullest.

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