Sally Boyle
CFP®, CDFA®, CSRIC®
SJ Boyle Wealth Planning
Financial Advisor
Sally Boyle
CFP®, CDFA®, CSRIC®
SJ Boyle Wealth Planning
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sally Boyle, CFP®, CDFA®, CSRIC®
Fee-Only financial planner located in West Lebanon, NH, serving clients locally and across the country
Sally Boyle is a Hanover, NH fee-only financial advisor serving clients locally and across the country. SJ Boyle Wealth Planning provides comprehensive financial planning to help high-net-worth individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sally Boyle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
For 30 years, Sally Boyle has been working with individuals and business owners, providing financial planning and business succession advice.
In 2010, Sally earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Inc.
Sally is also well-versed in how real life can impact wealth planning. Once upon a time, she found herself in a protracted, 3-year-long litigated divorce. Since then, Sally has devoted herself to a holistic approach to financial management. A portion of her time as an advisor is dedicated to working with the financial side of divorce for couples who want to collaborate in the transition and come out ahead. She does this as a Certified Divorce Financial Planner at The Better Half.
Sally Boyle 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.
Wealth done different.
Things here at Sally J. Boyle Wealth Planning are a little different than you may be expecting.
The process starts in a way that some folks find surprising. We sit down together, I ask you questions, and then…
I listen.
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
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Sally Boyle 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.
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Sally Boyle is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Sally Boyle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Sally Boyle is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Sally Boyle is a Chartered SRI Counselor™ (CSRIC™)
Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
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Sally Boyle is a Certified Divorce Financial Planning Specialist at The Better Half
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Sally Boyle is the Author of Deconstructing Divorce: Taking the Mystery out of Divorce and Its Impact on Your Family, Finances, and Future
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Sally Boyle Serves as a Trustee of Trust Funds for the Town of Hanover
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Sally Boyle is a Featured Advisor in Divorce Magazine
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Sally Boyle Contributes a Guest Blog Post to Accord Mediation: "5 Tax Strategies After Divorce"
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Sally Boyle is a Featured on School for Start-Ups Radio: "Entrepreneur Divorce"
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Sally Boyle is Featured in Valley News People in Business
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Sally Boyle is a Featured Guest on Living Above the Drama
Contact Sally Boyle
Office Locations:
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45 Lyme Road
Suite 204A
Hanover, NH 03755
