LEE ANN FATALO

We have developed a carefully managed process that we'll follow together in creating your life and wealth optimization plan. Because there are so many facets concerning both your life and your money, a process is the only way to account for them all. We want to help bring clarity to your life - and clarity is not achieved by chance. Rather, our team is able to help you achieve it by carefully identifying and aligning each important detail in the big picture of your life... Welcome to Lee Ann Fatalo's, CFP®, a Financial Planner, website. Lee Ann has worked with individuals, professionals and business owners for over 10 years to help them plan for life's important events, such as home purchase, college funding, retirement, business succession, divorce and estate planning.

Primary location: Walpole United States