Sage People Know…

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

Our Principals, Sheri Cupo, CFP® and Larry Annello,CPA/PFS, CFP®, are professionals helping other professionals unclutter their financial affairs so they can get on with their lives and their careers.

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, as an experienced financial life planning and money management firm, with offices in Farmington, Connecticut and Morristown, New Jersey.

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 equity compensation structures.

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

We offer a blog and a library of articles, 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.”