Michelle  Morris

Michelle Morris

| CFP®, EA

BRIO Financial Planning

617-934-0419

Contact Me

Fee Only Financial Planner Located in Quincy, MA. I specialize in helping single women make sense of their money and their taxes.

Specialties

  • Fee-Only
  • Comprehensive Financial Planning
  • Complimentary Initial Consultation
  • Tax Reduction Strategies
  • Single Women's Planning Issues
  • Insurance Analysis
  • Retirement Planning
  • Estate Planning
  • Charitable Giving
  • Planning for Sole Proprietors
  • Withdrawal Strategies in Retirement
  • Investment Management

Website

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1073 Hancock Street
#101
Quincy, MA 02169

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Michelle Morris is a Quincy, MA Fee-Only Financial Planner serving Quincy and the greater Boston area. BRIO Financial Planning specializes in helping single women make sense of their money and their taxes.  Michelle Morris is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.  She is also an Enrolled Agent with the IRS and a member of the Alliance of Comprehensive Planners.  BRIO Financial Planning adheres to a fiduciary standard, keeping the client's interests top priority.

I specialize in helping single women make sense of their money and their taxes.


As a Fee-Only financial planner, I take a holistic approach to smart financial management: I focus on teaching my clients in addition to assisting them in getting all aspects of their financial house in order.

I’ve been interested in personal finance since I was little. I remember being awed as the balance of the savings account my grandmother established for me rose through the magic of compound interest. Of course, interest rates were a lot higher then! Today we have many more options for saving and investing. Navigating these choices can be overwhelming, but I believe the best probability of achieving financial freedom belongs to those who create, implement and diligently follow a plan.

I have a BS in Microbiology (paid for in part by Grandma’s savings account). I spent two years in the Lutheran Volunteer Corps working in an inner-city medical clinic and later graduated from a Physician Assistant (PA) program. I worked as a PA for fifteen years in a variety of clinical and managerial settings. Eventually I decided to change gears. I started by taking a tax course which led to tax preparation work and financial planning certification at Boston University.

Remarkably I have found the fields of medicine and financial planning are not as different as you might think. Both involve helping people identify the problems that are giving them discomfort and coming up with a plan to solve those problems. On the bright side, clients in financial planning leave their clothes on during the interview!

I speak regularly on the subject of financial planning and tax to women-focused and community groups and have been quoted in The Boston Globe and other media. I am also the publisher of Allegro con Brio, a free monthly newsletter providing “practical information about money for single women (and the people who love them).” In addition to being a Certified Financial Planner®, I am an Enrolled Agent with the IRS and a member of the Alliance of Comprehensive Planners.

I live in Quincy, MA with Matt Jarpe, my husband of 27 years, our teenage son, and a dopey English Setter named Gambit.

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Financial Planning
When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals

Investment Advice
Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both

Taxes
The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth

Read More...