Jessie L. Foster, CFP, CDFA, MBA

Financial Neutral

Colman Knight Advisory Group, LLC

Phone: 978-371-2015

65 East India Row, 14B
Boston, MA 02110
Profession(s): Financial Neutral
Counties Served: Barnstable, Berkshire, Bristol, Dukes, Essex, Franklin, Hampden, Hampshire, Middlesex, Nantucket, Norfolk, Plymouth, Suffolk, Worcester
About Me:

Colman Knight offers comprehensive financial services and investment management to individuals, families and businesses ready to partner with leading experts in integral wealth. We believe that wealth is more than money and embody the highest fiduciary standards to help you bring your financial aspirations to fruition. Our unique, holistic approach combines financial expertise, human development, integral mastery, and direct experience which enables you to realize financial mastery and personal well-being as you define them.

As a Certified Financial Planner, Jessie’s professional passion is working with individuals, business owners, and families to help them navigate life’s complex journey, particularly transitions. While we are all in the midst of one transition or another, Jessie specializes in retirement, career changes, divorce and widowhood. With over 30 years of business experience and clear dedication to the whole person, Jessie has mastered not only the complex matters of finance, but a profound centered presence that clients deeply appreciate and value in potentially challenging situations. She believes that well-informed and cared for clients are empowered to make and implement important decisions relative to their life pursuits.

Professional Memberships: Financial Planning Association of Massachusetts; Association for Divorce Financial Planners; Mass Council on Family Mediation; Mass Collaborative Law Council, The Divorce Center

Services:

As a Certified Divorce Financial Analyst™, trained Mediator and Collaborative Financial Neutral, Jessie illuminates the financial difficulties surrounding divorce for clients, mediators and attorneys. These services entail a broad spectrum from a comprehensive analysis of the short and long-term impacts of proposed settlements, to an evaluation of the tax implications of property division, to spousal and child support, to all of the important retirement and investment decisions that may impact clients and their families well beyond divorce.

Core Certifications
Certified Financial Planner (CFP)

Videos

A Collaborative Law Success Story is a four-part video series... See all here