Freya Financial Services
15 Depot Square
Lexington, MA 02420
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
I am a Certified Financial Planner Professional. Freya Financial Services is a Registered Investment Advisor with the State of Massachusetts. I am a fiduciary and put the interest of my clients ahead of my own.Specialties
Freya Financial Services provides financial life planning and asset management. Areas often covered in an engagement include retirement planning, education planning, insurance review, and special topics such as buying a home or refinancing. Freya Financial Services does not offer specific advise on tax planning or estate planning.
I am a fee-only planner. The fee is based on type of service provided and can be percentage of assets under management, retainer fees, or hourly fees.