Freya Financial Services
15 Depot Square
Lexington, MA 02420
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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.