John Mossa, CFP^®, EA
Wellesley Financial Planners

Financial Services

Financial Planning for Individuals

Family, Career, Lifestyle and Money.

As a Wealth Advisor I intentionally work with a limited number of clients; I do this because it leads to better chemistry, more individual attention and a personalized strategy.

I've refined and developed a process that's designed to put all the pieces of ones financial puzzle together...this puzzle usually revolves around your Family, Career, Lifestyle and Money.

My "Sounding Board" process puts you in a better position to succeed whether you're planning to completely retire or pursue a "work-optional life style".

1) First step is asking the right questions to get a picture of your current financial situation and a complete understanding of your goals.

2) Next I'll provide you with assessment of how attainable those goals are, while prioritizing each one.

3) Together we'll review the solutions available to you, help you make an informed decision and discuss our process to keep you on-track.

The "Sounding Board Process" was developed so we never lose sight of what's most important to you; Family, Career, Lifestyle and Money.

I became a financial advisor to help families, corporate executives and business owners achieve their financial objectives with simplicity, transparency and a disciplined process.

Investment Advice & Management

As a Wealth Advisor I believe it's imperative to discuss my process of Asset Allocation and Investing with clients and potential clients.

The secret to investing is not picking the right stock or timing the market. The key is how you divide your money between different types of asset classes. Stocks...should I allocate to U.S. or International Companies or a combination of both? Same concept with Bonds...Should I invest in U.S Government, International, Corporate or Municipal bonds? If you combine these investments in the right balance, you may increase the potential for generating a higher return while potentially minimizing risk.

I believe before an investor makes a decision about choosing a Financial Advisor a very important question should be asked...what process does my advisor use to determine the investments that are appropriate for me? I use Point and Figure charting; I incorporate this methodology to help guide me when it comes to allocating my client's portfolios; along with selecting which specific investments to buy or sell. If your so inclined I can email you a brochure which discusses the basics of Point N Figure charting I share this with you not that you need to get into the "weeds", but I think it important for you to know my process.

Sincerely John Mossa, CFP® EA