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Focus Financial, LLC

Overview:

Welcome to Focus Financial. We are an independent firm which provides financial education, organization and planning services to individuals and families on a fee-only, hourly basis.

Our goal is to help our clients understand and organize their financial lives so they can plan appropriately for the future and have peace of mind. The services we provide vary depending upon a clientТs particular needs in the areas of cash flow, budgeting, debt management, insurance, college funding, retirement planning, asset allocation and estate planning.

Some individuals may need a Financial Check-Up and a few hours of planning advice while others may want help getting organized and coordinating the efforts of their professional advisors. Other clients might request a combination of both services as they grapple with major transitions in their lives.

History:

Alexandra J. Burke, CFPЃ established Focus Financial, LLC in 2006 after working in the financial services industry for more than fifteen years. Based on her experience, she decided there was a need for a more holistic, individualized approach to the financial planning process. As such, Ali created Focus Financial with the mission of providing practical advice to individuals and families who need help understanding and organizing their financial matters.

Prior to founding Focus Financial, Ali spent eight years at Boston Private Bank and Trust Company, a wealth management firm. In her role as Vice President and Senior Relationship Manager in the Investment Management & Trust group, she provided financial planning and management services to individuals, families and businesses. Before joining Boston Private Bank, Ali worked for a financial practice that focused specifically on the planning needs of women and their families. Preceding that, Ali worked in the area of socially responsible investing with the Parnassus family of mutual funds in San Francisco.

Ali has been a Certified Financial Planner (CFPЃ) since 1996. She earned a B.S. in finance from Babson College and has been an Accredited Asset Management Specialist (AAMSЃ) since 2000. Ali is a member of the Financial Planning Association (FPA).

Focus Financial, LLC is a registered investment advisor in the state of Massachusetts.

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