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Your Financial Coach

Wells Financial Advisors is a wealth management firm with more than 20 years of experience providing independent, objective financial advice to individuals and families in New England. Our mission is to help you realize your financial goals by utilizing the COACH Process:

Comprehend. The first step on your road to financial freedom is a series of meetings designed to help us understand your financial situation and your life goals.

Organize. Based on your individual aspirations and concerns, we draw up a comprehensive financial plan designed to address your needs and help you achieve financial success.

Act. We put your new financial plan into action once you approve it.

Check. We regularly review your progress and keep you updated, explaining what is happening throughout the process.

Harmonize. We monitor changes in the economy, your portfolio, your own circumstances, and other factors, then make adjustments to keep you firmly on track.

© 2018 Wells Financial Advisors | 161 Worcester Road, Suite 205, Framingham, MA 01701 | All rights reserved
P: 508-655-9303 | F: 508-655-9305 | info@wellsfainc.com |
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