Jane Evelyn
CFP®
Beck Bode LLC
Financial Advisor
Jane Evelyn
CFP®
Beck Bode LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jane Evelyn, CFP®
Fee Only Financial Planner Located in Dedham, MA and Kennebunkport, ME, and serving clients nationwide
Meet Jane Evelyn
Jane Evelyn is a Fee Only Financial planner with Beck Bode LLC in Dedham, Massachusetts and Kennebunkport, Maine. Jane Evelyn is a NAPFA-Registered Financial Advisor with 20 years experience as a personal financial advisor. Tax planning and retirement planning, as well as cash flow and budgeting are important aspects of our work with individuals and businesses. We have the privilege of working with high performing entrepreneurs to answer the three questions that are critical to optimizing financial objectives.
When investing at Beck Bode, we leverage insight from the industry’s most valued analysts about the future, not the past, and then, most importantly, have the expertise to use that information properly, helping tax sensitive entrepreneurs create a sustainable retirement.
Jane can be reached at 508-561-9125 or by email at jane@beckbode.com.
Jane Evelyn is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jane Evelyn is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jane Evelyn
Office Locations:
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858 Washington St. Suite 100
Dedham, MA 02026 -
PO Box 7183
Cape Porpoise, ME 04014
