Let us help you Build a Personalized Financial Plan

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Independent Advice

Tools you can trust from a reliable source

Square away your finances or deal with a particular issue with tools and information from the Financial Security Project at Boston College.

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Square Away Your Finances

Get a plan & live your life better

We’ll help you make a list of things to do – it’s often not that long! – then help you knock things down, one at a time.

Build a Personal Plan
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Deal with an issue

Make smart financial decisions

Money makes your life go around. So learn what you need to know, decide what to do, then do it – so your life will go around better.

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