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PlanDynamic ➤ Fee-Only CFP®
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Who We Serve
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About
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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
 
 
 
 
 
 
 
 
Empower New Graduates with Gifts of Independence
Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 5/2/24 Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 5/2/24

Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

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2020 - The Worst Year Ever… Really?
Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21 Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21

2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

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Small Business Owners In Booming Economy, "What, Me Worry?"
Work Benefits, Small Business Glenn Brown 8/2/18 Work Benefits, Small Business Glenn Brown 8/2/18

Small Business Owners In Booming Economy, "What, Me Worry?"

When times are good, wasteful practices arise but are seldom mentioned, let alone fixed. Be proactive now to drive efficiencies, your employees and clients will thank you.

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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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