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PlanDynamic ➤ Fee-Only CFP®
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PlanDynamic ➤ Fee-Only CFP®
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
 
 

Insights.

 
 
 
 
 
 
 
 
  • Budgeting
  • College Planning
  • Debt Management
  • Economics 101
  • Estate Planning
  • Insurance
  • Investing
  • Philanthropy
  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.
PlanDynamic, Your $ Your Independence, Estate Planning, Retirement Planning, Tax Planning, Retirement, Investing, Insurance Glenn Brown 6/1/24 PlanDynamic, Your $ Your Independence, Estate Planning, Retirement Planning, Tax Planning, Retirement, Investing, Insurance Glenn Brown 6/1/24

Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.

As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.

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‘Focus on your why’: PlanDynamic Helps with Your Financial Independence
Your $ Your Independence, PlanDynamic Glenn Brown 3/5/24 Your $ Your Independence, PlanDynamic Glenn Brown 3/5/24

‘Focus on your why’: PlanDynamic Helps with Your Financial Independence

Evan Walsh of Community Advocate shares our story and how PlanDynamic specializes in helping “sandwichers”, the roughly 15 million people in the U.S. managing young children and aging parents.

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Would’ve, Could’ve, Should’ve… But Did You?
Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20 Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20

Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.  

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Why Dividend Growth Matters
Investing, PlanDynamic, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/1/20 Investing, PlanDynamic, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/1/20

Why Dividend Growth Matters

Can a low dividend yield be more favorable over the long-term?

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Ten Years Gone: People Evolve, Plans Should Too.
PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, Budgeting Glenn Brown 1/7/20 PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, Budgeting Glenn Brown 1/7/20

Ten Years Gone: People Evolve, Plans Should Too.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.

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Glenn talks to BankRate on reversing a troubling debt trend
Budgeting, PlanDynamic Glenn Brown 2/15/19 Budgeting, PlanDynamic Glenn Brown 2/15/19

Glenn talks to BankRate on reversing a troubling debt trend

Bankrate shows a shift from emergency savings and towards credit card debt. I share some thoughts to help jumpstart those wanting to reverse a negative trend.

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PlanDynamic: A Dynamic Future Requires a Financial Plan
PlanDynamic, Your $ Your Independence Glenn Brown 10/1/18 PlanDynamic, Your $ Your Independence Glenn Brown 10/1/18

PlanDynamic: A Dynamic Future Requires a Financial Plan

By Jane Lebak for Holliston Local Town Pages & Ashland Local Town Pages

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 A Focus On Why Launches PlanDynamic
PlanDynamic Glenn Brown 4/10/18 PlanDynamic Glenn Brown 4/10/18

A Focus On Why Launches PlanDynamic

The story behind PlanDynamic and mission to help clients build, evolve and sustain their financial independence.

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945 Concord Street
Framingham, MA 01701
508.834.7733

ABOUT

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence. 

Founder Glenn Brown is a member of:

 
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