Financial planning is about resolving life’s complexities – not expanding on them.

Our Founding Partners, Sheri Iannetta Cupo,CFP® and Larry Annello,CPA/PFS,CFP®, along with our team, help our clients create the version of their future that speaks to their goals and values.

It’s not about cliffs called “work” and “retirement;” it’s about preparing, from this point forward, to move steadily toward wherever you want to go next.

We are here for you, an experienced Fee-Only financial planning, investment management & tax planning firm, with offices in Farmington, CT, Morristown, NJ & Burlington, MA.

Busy professionals are often unsure how to champion their own financial highest interests.

We help you build a working relationship between your personal and professional assets, with expertise in managing self-employment income and corporate wages & benefits including stock options and restricted stock.

There’s always more to learn, and more effective ways to learn it.

We offer blog postings on topics as varied as investing, financial planning & mindful living. Our blog is inspired by the words of Maya Angelou: “Write it so that people hear it and it slides through the brain and goes straight to the heart.”

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