Lantern Financial LLC - Fee only financial planning for the Greater Boston Area 50 Franklin Street, 3rd Floor       Boston, MA 02110
617-482-2700      info@lantern-financial.com       

 
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Welcome

At Lantern Financial, we take pride in our unique mission to help young professional individuals, couples, and young families reach their goals and dreams through our values-based financial planning and develop the skills necessary for understanding and communication through our nationally acclaimed financial counseling services.


Contact us today
- we look forward to helping you to Shine Brighter!


How You Can Shine Brighter with Lantern Financial

Take a moment to explore our site and check out our specialties:


  • Comprehensive, fee-only, financial planning services

  • Innovative, nationally acclaimed financial counseling services

  • Success-inspiring talks we can deliver to your group, organization or conference.

Please call us at 617-482-2700 or send us an e-mail to get started toward your bright future!


IGNITE Financial Foundations

Do you desperately need financial help?
Do you need to "stop the bleeding" and reach stability before you even think about financial planning?

We are thrilled to announce IGNITE Financial Foundations - our new, lower-cost service designed to help you stop the downward spiral in a compassionate way and give you a specific, targeted road map to help you get to a better place with your money.

IGNITE will provide you with necessary financial tools during a 3 hour interactive seminar and one-on-one session with a Certified Financial Planner« that will give you the type of help you need such as:

-Introducing you to the basics of personal finance
-Managing overwhelming debt
-Creating a budget to allow you to stay afloat
-Navigating difficult financial situations such as bankruptcy and loan default

During this interactive seminar you learn the basics of personal finance and become prepared for your one-on-one meeting with a financial planner. On the second night of IGNITE, you will meet with a financial planner that will create a budget, debt management plan, and a 12 month road map to help you take control of your financial life.

If you are ready to be in control of your financial life, join us for this transformative 2-part event.

Click here for more information.


 

UniteBright: Premarital and Newlywed Financial Course

Lantern Financial Presents: Fun, interactive Premarital and Newlywed Counseling Workshop!

Are you engaged or recently married?

We can help you become a strong financial team as you begin your journey together!

Over the course of 4 weeks, this Premarital and Newlywed Financial workshop will teach couples valuable skills to communicate lovingly and effectively for the success of their Financial Romance. The workshop includes extensive activities and information to guide you through a variety of topics important to financial relationships such as:

* Exploring each of your Financial Ancestries and Financial Personalities.
* Important discussions on decision making, risk tolerance and how/when to merge your money.
* Building strong financial communication skills, empathy and understanding for money.

Sessions will be held Tuesday evenings from 6pm-8pm.
The next round of workshops begins September 23, 2014!

Click HERE to learn more and register today!


Lantern in the News

Nobody likes unpleasant surprises, but when Allison Brooke Eastman's fiancÚ found out four months ago just how high her student loan debt was, he had a particularly strong reaction: he broke off the engagement within three days.

Ms. Eastman said she had told him early on in their relationship that she had over $100,000 of debt... it was closer to $170,000...


Click here to find out what Lantern President, Lisa J.B. Peterson, CFP(R) has to say about how debt can impact a relationship, in this recent New York Times article.

What do you think? When would you reveal a mountain of debt to a potential marriage partner? Is there an amount of debt that renders you unmarryable?


 

 50 Franklin St, 3rd Floor     Boston, MA    02110617-482-2700                   © 2014 Lantern Financial LLC