Solari Financial Planning, LLC
I’ve always had an interest in personal finance. When I was a kid, my investment “portfolio” consisted of baseball cards. I knew the exact value of each of my cards, and I loved the thrill of watching my collection grow through careful trades. As awesome as trading baseball cards was, my financial interests evolved over time. Eventually, I took an interest in becoming a fee only financial planner.
I believe in fee-only planning because I feel strongly that the focus should always be on the client and what’s in their best financial interest. I have a decade of experience building comprehensive financial plans for families and individuals. Many of the issues my clients are facing I’ve faced, too. It’s fun to strategize together on the best ways to pay down debt, plan for retirement, or save on taxes. Seeing the different opportunities open up for my clients is always exciting. I find setting them up for their brightest financial future to be incredibly rewarding.
For a long time, I worked with an independent firm focusing on high net worth individuals. During my time there, I began to carve out a niche working with physicians and engineers. Soon, I realized it was time to strike out on my own. In 2013, I established Solari Financial Planning, a fee-only financial planning firm.
I wanted my clients to find peace of mind in the fiduciary planning process. As I grew Solari Financial Planning, I quickly started to realize that advisor compensation models can be both complex and confusing. I didn’t want any part of that, because my clients always come first. To further my own commitment to objectivity, I incorporated a flat monthly fee model to make things straightforward and transparent.
The demand for alternative firms like mine this has grown. I have offices in Bedford, Nashua NH, and Boston MA. My firm also has the technology to reach clients no matter where they are. I love that I can help positively impact the lives of clients everywhere through working as a virtual advisor. While working virtually, I can assist them to work towards a financial plan that fulfills their goals and values. When I’m not working, I enjoy travelling to warm and sunny destinations with my wife, Tracy, and my sons, George and Charlie.
Michael Solari's fiduciary obligation is governed by:
We can be proactive when we are monitoring your plan.
Our comprehensive approach analyzes 7 areas to create a cohesive plan. Over our initial 2-3 meetings we’ll work with you on your short and long term savings, student loans, investments, taxes, insurance, company benefits and estate plan. After the initial plan we’ll work with you on implementing your plan. Read More
Investment Management and Ongoing Services
Our process is designed to help grow your wealth so you can focus on your family and career.
Our comprehensive approach analyzes 7 areas to create a cohesive plan. Over our initial 2-3 meetings we’ll work with you on the right recommendations on your short and long term savings, student loans, investments, taxes, insurance, company benefits and estate plan. After the initial plan we’ll manage the implementation process. Read More
An initial plan that you can grab and go.
We’ll ask to review a specific list of financial documents. Once we review them we’ll set up an interim goal setting meeting. Here we’ll start crafting the components of your plan. During the meeting we are collaborating together as what works best for some may not in your case. After the interim we will meet one more time to present your financial plan. You’ll leave with the tools needed to implement the plan yourself. The entire process typically takes 6-8 weeks and you’ll have 30-60 days of support depending on the complexity of the plan. Read More
Solari Financial Planning works with a wide range of clients.
Everyone has a unique financial situation with equally individual goals and long-term plans. Our clients are amazing people, and we tailor our services to their specific needs.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Student Loans
- 401k Plans
- Technology Professionals
- Near Retirees
- Young Families
- Professional Practice 401k Plans
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Monthly Retainer
- Assets Under Management
- One Time Projects
Professional Designations & Affiliations
Michael Solari 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.
Michael Solari is 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.
Michael Solari is a Member of the XY Planning Network
The 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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