About Us

Our Firm

We are a Values-Based independent financial planning firm that has been affiliated with Financial Planning Alternatives, Inc. of Westport, MA since 1998. Our areas of expertise lie in financial education, analyzing client needs and prudently designing financial strategies. As an independent financial planning firm, we do not represent any proprietary investment products and are free to recommend the investments and strategies that best meet our clients' needs. We ardently uphold the Code of Ethics of the Certified Financial Planner Board of Standards and aspire to maintain the highest levels of personal development, professional competence, and service. We offer fee and commisssion-based services and products, asset management, risk management, and financial planning services to individuals and small businesses in a professional yet comfortable environment. Our clients come from all walks of life with varying income and net worth levels. We specialize in working with women, teachers, early retirees, and non-traditional couples and families in the areas of investments, retirement planning, and long-term care issues. We also provide pension benefit education for corporations and small businesses.

 

 

Our Vision

We are a client-centered practice that believes Values-Based Financial Planning is the foundation for abundant living and peace of mind.

Our Mission

We assist clients in identifying their values, aligning their values with their actions, implementing personalized financial strategies, and empowering them to live the lives they choose.

Core Values

Our core values are absolute honesty, confidentiality, professionalism, integrity, compassion, respect, excellence, objectivity, diligence and humor.

Sandra Reynolds, CFP®

Sandra Reynolds has been a financial planner since 1995, earning her CERTTIFIED FINANCIAL PLANNERTM  designation in September 1999. She began her financial planning practice prior to retiring from 28 years of teaching in the Portsmouth, RI public school system. She is a member of FPA of Rhode Island, the Financial Planning Association, a lifetime member of the National Education Association and a founding member of PridePlanners LLP.