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Kathleen R. Dollard, CFP® is the founder and President of Nashoba Financial Planning (NFP). NFP seeks to empower clients to make the best financial decisions possible—by providing independent, objective financial planning and investment advice on a fee-only basis. Kathy belongs to the Alliance of Cambridge Advisors (ACA) and follows the founding principles of ACA:
- Financial planning is not an event, nor is it something done "to you"--it is a continuous, life-long process that requires your active involvement.
- You are far more in control of your financial future than you have been led to believe.
- Your values, your beliefs, and your attitudes about money are of primary importance in the financial planning process.
- You need financial strategies developed for "real people," not for pension funds and institutional investors.
- True financial independence lies in knowing how much is enough.
ACA members are the pioneers of holistic financial planning--planning that focuses on the person, not a product. It’s a higher standard of financial planning, one that makes the advisor your advocate and emphasizes education and wisdom. As an ACA member we are paid to offer you unbiased advice on a fiduciary basis. Our compensation is never based on the outcome of a transaction we recommend, so we are free to offer the best advice for you.
Kathy is a NAPFA-Registered Financial Advisor. NAPFA (National Association of Personal Financial Advisors) has membership standards that exceed those of any other financial planning association. Registration with NAPFA requires the objectivity of the fee-only business model as well as submission of a comprehensive financial plan for peer review, sixty hours of continuing education every two years, and signing and abiding by the NAPFA Fiduciary Oath (below).
As a Certified Financial Planner™ practitioner (CFP®), Kathy has met the highest standards in education, experience, examination and ethics in the industry. She can address the broad range of financial topics that should be in your financial plan.
Kathy is also a member of the Massachusetts Chapter of the Financial Planning Association.
She is a graduate of the Boston University Financial Planning Certificate Program, and holds an MBA from Boston College and a BA in Economics from Saint Lawrence University.
Call 978-456-3735 or e-mail Kathy@NashobaFinancialPlanning.com. We’ll discuss your needs and together we’ll decide how our expertise can be put to work for you.
NAPFA Fiduciary Oath
“The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.”
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