Kochevar Financial Planning, LLC
Kochevar Financial Planning, LLC
We are a fee-only firm. You are our only interest. - John Kochevar, CFP®
Fee Only Financial Planner located in Grafton, MA and serving the greater Boston area and clients nationwide
John Kochevar is the principal of Kochevar Financial Planning, LLC. He is a registered investment adviser representative in the Commonwealth of Massachusetts. He is a CERTIFIED FINANCIAL PLANNER (tm) practitioner and ENROLLED AGENT, the highest credential awarded by the Internal Revenue Service. 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 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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Kochevar is a NAPFA-Registered Financial Advisor
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.
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.
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.
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
7 Beth Lee Drive
Grafton, MA 01519