0
Client Reviews
$3.5K to $7.5K
One-Time Financial Planning Fee
N/A
Minimum Investible Assets
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
I focus principally on mid- to late-career professionals and early-stage retirees. Mid- to late-career professionals and early-stage retirees are often considered to be nearing or in the retirement "red zone." The retirement “red zone” is characterized as the five years leading up to and following the decision to stop working full time.
Clients who wouldNOTbe a good fit
Individuals solely focused on trying to "beat" or "time" the markets. While investing is an important component, it's just one piece of a comprehensive financial plan.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
One-Time Financial Planning Fee
$3,500 to $7,500
Subscription
$400 to $700
Hourly Rate
$350 to $350
Meeting Options
Video meetings
Phone
Email
In person meetings
About Plan For It Financial, LLC
Christopher Lazzaro, ChFC® founded Plan For It Financial, LLC to follow his passion for helping others gain a deeper understanding and control of their personal finances. While most everyone understands the importance of getting their financial house in order, the challenge lies in balancing living for today, while maintaining an eye toward the future.
Bridging this gap through realistic goal setting, establishing priorities, and practical, actionable advice without the unnecessary layers of financial jargon and complexity is the firm’s primary value proposition.
With that belief in mind, Chris is dedicated to guiding individuals and families through the process of defining, creating, and executing financial plans unique to their specific goals and circumstances. The firm's guiding principles are clear:
* Plan For It Financial is an advice-only financial planning firm. You can expect comprehensive financial advice and education without the precondition of managing your investments.
* Plan For It Financial is a fee-only firm. You will always know what you are paying, in the form of an hourly or flat fee, and there are no asset minimum threshold requirements.
* Plan For It Financial acts as a fiduciary to its clients and is legally and ethically required to always act in your best interest.
Chris focuses principally on mid- to late-career professionals and early-stage retirees but serve clients at various points along their financial journey. Mid- to late-career professionals and early-stage retirees are often considered to be nearing or in the retirement "red zone." The retirement “red zone” is characterized as the five years leading up to and following the decision to stop working full time. He has found clients appreciate working with an advisor that can directly relate to this exciting, but also unchartered, season of life.
Chris' three decades of investment management and insurance experience, includes more than 23 years at one of Boston's preeminent institutional asset managers working with some of the country’s largest public and private pension plans, endowments, and foundations. In 2007, he earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. Pursuit of the ChFC® broadened his expertise beyond investments and insurance to include the areas of taxes, estate planning, charitable gifting, and retirement planning.
Chris takes great pride in helping clients eliminate the guesswork and providing the necessary steps to follow on the path to financial freedom.
Bridging this gap through realistic goal setting, establishing priorities, and practical, actionable advice without the unnecessary layers of financial jargon and complexity is the firm’s primary value proposition.
With that belief in mind, Chris is dedicated to guiding individuals and families through the process of defining, creating, and executing financial plans unique to their specific goals and circumstances. The firm's guiding principles are clear:
* Plan For It Financial is an advice-only financial planning firm. You can expect comprehensive financial advice and education without the precondition of managing your investments.
* Plan For It Financial is a fee-only firm. You will always know what you are paying, in the form of an hourly or flat fee, and there are no asset minimum threshold requirements.
* Plan For It Financial acts as a fiduciary to its clients and is legally and ethically required to always act in your best interest.
Chris focuses principally on mid- to late-career professionals and early-stage retirees but serve clients at various points along their financial journey. Mid- to late-career professionals and early-stage retirees are often considered to be nearing or in the retirement "red zone." The retirement “red zone” is characterized as the five years leading up to and following the decision to stop working full time. He has found clients appreciate working with an advisor that can directly relate to this exciting, but also unchartered, season of life.
Chris' three decades of investment management and insurance experience, includes more than 23 years at one of Boston's preeminent institutional asset managers working with some of the country’s largest public and private pension plans, endowments, and foundations. In 2007, he earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. Pursuit of the ChFC® broadened his expertise beyond investments and insurance to include the areas of taxes, estate planning, charitable gifting, and retirement planning.
Chris takes great pride in helping clients eliminate the guesswork and providing the necessary steps to follow on the path to financial freedom.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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