Personalized advice and service on your terms.
Real World Financial Planning is an independent financial planning firm and registered investment adviser based in Newton, MA that serves individuals and families in the Boston area.
Fiduciary: Legally sworn and obligated to put your needs first.
Independent: Receives no commissions or referral fees from any brokerage firms, banks, or insurance companies.
Fee-Only: Only paid directly by you, the client, on a straightforward fixed-fee basis.
About Linda Bentley Gillespie, CFP®, Founder, Real World Financial Planning
I personally understand how hard it can be to make time in your life to take a long-term view of your finances. Given all the constraints in your schedule and other responsibilities, it can be hard to sit down and look at your big picture financial goals.
I provide practical, actionable advice no matter where you are on your financial journey.
And I take an evidence-based approach to financial planning that seeks to educate and give you control of your financial decision making.
FINANCIAL PLANNING ON YOUR TERMS
I believe that affordable and personalized financial planning should be available to everyone. As a fiduciary, I provide un-compromised, independent financial planning advice—the type of advice I would want for my own family members, friends and neighbors.
I charge a straightforward fixed fee hourly or project basis to ensure maximum flexibility, transparency, and value for you as a client.
Unbiased Advice
Before working with any financial professional, make sure you understand exactly how that person gets paid. If they are getting paid commissions by an insurance company, broker or bank to sell you a product, they might not have your best interests in mind at all times. If you aren’t paying them directly, then you should assume there is a conflict of interest.
An independent financial advisor with no products or services to sell you beyond their time and expertise can offer you unbiased advice that you can’t get working with a commissioned sales person.
Whomever you work with, make sure it’s a fiduciary legally sworn to serve you and put your interests ahead of their own.
