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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.

 
 
 
 
 
 
 
 
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Your HS Junior know EFC, NPC or Merit? They should.
College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20 College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20

Your HS Junior know EFC, NPC or Merit? They should.

College Planning is more than 529s and student loans, focus on how to take less of each.

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Why worry or fight? Have the money talks without the walk.
Budgeting, Debt Management, Insurance, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 10/5/20 Budgeting, Debt Management, Insurance, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 10/5/20

Why worry or fight? Have the money talks without the walk.

How to have open discussions about finances for a healthy relationship.

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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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HOME I FEE-ONLY FIDUCIARY DISCLOSURES FORM ADV TABLE OF FEE SERVICES  CONTACT

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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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