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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
 
 
 
 
 
 
 
 
Teaching Kids about Savings and Investing
Budgeting, Investing, Your $ Your Independence Glenn Brown 5/6/22 Budgeting, Investing, Your $ Your Independence Glenn Brown 5/6/22

Teaching Kids about Savings and Investing

Financial literacy doesn’t equate to understanding value or making good, responsible decisions.

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Teaching Your Kids About Money
Budgeting, College Planning, Philanthropy Glenn Brown 3/1/19 Budgeting, College Planning, Philanthropy Glenn Brown 3/1/19

Teaching Your Kids About Money

Fun ways to embrace budgeting, power of saving & philanthropy.

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Philanthropy Evolved: Private Foundations
Philanthropy, Tax Planning Glenn Brown 7/16/18 Philanthropy, Tax Planning Glenn Brown 7/16/18

Philanthropy Evolved: Private Foundations

Like being philanthropic? Who doesn’t. What happens when your gifting becomes large enough to set your own terms? An introduction to private foundations.

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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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