Peace of Money

Vera is the best! As a knowledgeable, skilled and patient financial planner who shares my values and is located right in Jamaica Plain, she has helped me with everything from setting budgets to managing my retirement accounts to researching credit cards. When I graduated from college I was overwhelmed by the amount of debt I was in, and had no clue how to start paying off loans or how to responsibly spend/​save my income. When I met with Vera, she was extremely helpful, and asked all the right questions that validated the lifestyle I wanted to live while still thinking about the future. Vera walked me through step by step of setting up a Roth IRA and she helped me choose investments and portfolios that aligned with my politics and wanting to do socially responsible investing. We configured my 401(k) and Vera explained all of the options that were available in my company’s portfolio. She gave helpful suggestions on how to invest, but let me decide everything I wanted on my own. In a separate meeting a year later, she helped me re-​assess my investments and make adjustments accordingly. Vera also helped me set up reasonable goals for my savings account, explaining why it was important to already be saving for retirement even though I’m in my 20’s. Lastly, we set up a loan repayment schedule, and made sure I was going to be able to pay everything on time with the best interest rates. I left our first meeting feeling confident about my financial position, excited to be investing and having my money make money for me, and proud that I was saving for the future. We held a follow-​up meeting several months later to check in on my investments and how everything was going.
Our most recent meeting happened when I switched jobs and needed to move the money from my old 401(k), fill out new IRS paperwork, and also reassess my budget given my new income. I also need to buy a car, so Vera helped me figure out where that money will come from, and the best financial options for doing so (lease vs. buy). Again, she helped me come up with a budget that met my lifestyle needs while still being responsible. I left our meeting with a very concrete to-​do list, that Vera promptly followed up with.
I highly recommend using Vera and Peace of Money! Vera is great at explaining complicated financial systems in easy to understand and nonjudgmental ways, and I always come away feeling confident and financially secure, with a great plan for success mapped out.

Vera is a thoughtful and knowledgeable financial planner and generally great human being. I have known Vera for a while and knew she was a financial planner but didn’t really take any notice until I myself was like, «oh man, I should probably get my cash monies life in order here» (among other things). Vera was great from the preliminary meet up, through the appointment and well after. She has a lot of good pre-​paperwork that is helpful to start thinking about the things you need to have these discussions but also what to discuss. Our initial meeting was great — 2 hours is DEFINITELY needed. We went through loads of stuff in that short amount of time — she has a VAST amount of knowledge which is super helpful for all the random questions I had. I left with a manageable to-​do list, improved financial knowledge for myself and a bit less anxiety than when I had started. I highly recommend Vera and her financial services. I will most definitely be calling on her again soon!