John Kochevar

CFP®

Kochevar Financial Planning

Financial Advisor

John Kochevar

CFP®

Kochevar Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Kochevar, CFP®

(774) 329-0849

    Fee Only Financial Planner located in Grafton, MA and serving the greater Boston area and clients nationwide

    John Kochevar is a Grafton, MA fee-only financial planner. Kochevar Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Kochevar is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    John Kochevar is the founder and manager of Kochevar Financial Planning, LLC. He is a registered investment adviser representative in the Commonwealth of Massachusetts. He received formal academic financial planning training at Boston University. He is a CERTIFIED FINANCIAL PLANNER (tm) practitioner. He also completed advanced financial planning training programs administered by the National Association of Personal Financial Advisors and the Financial Planning Association.

    He is a member of the Alliance of Comprehensive Planners, the National Association of Personal Financial Advisors, the Financial Planning Association, and the Fee-Only Network. His offices are located in the MetroWest and Worcester areas of Massachusetts.

    John Kochevar is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

    We are a fee-only firm.  You are our only interest.
    Because we are a fee-only firm, we focus entirely on the goals and needs of our clients.  As a fee-only firm, we are not brokers or dealers.  We do not sell securities or insurance and do not receive any commission payments.  Our only interest is serving the specific needs of each of our individual clients.

    A sound, realistic financial plan by our firm can free you from worry about how you are doing and where you are heading financially.  We can help you to dream and look forward to what you want to do and where you want to be in your life.  We will work with you over the long run to prepare and implement ways to achieve your financial goals and dreams.

    Investment consultation with our firm can free you from worrying about how you have invested your savings.  We can design and help you implement a balanced investment portfolio primarily composed of mutual and exchange traded funds with low management fees.  We will work with you to create and implement an investment policy that is customized for your specific needs and goals.  Our recommendations will help you to focus on the long run rather than day to day financial market fluctuations and news.

    We also offer income tax preparation and filing.  Income tax planning is an essential part of the creation and implementation of a complete financial plan for you.

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      John Kochevar is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • Certified Financial Planner (CFP)
      John Kochevar is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

    • Financial Planning Association
      John Kochevar is a member of The Financial Planning Association® (FPA®)

      FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

    • Alliance of Comprehensive Planners
      John Kochevar is a Member of the Alliance of Comprehensive Planners (ACP)

      Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

    Contact John Kochevar

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    Office Locations:

    • 7 Beth Lee Drive
      Grafton, MA 01519

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