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Financially In Tune
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Financially In Tune

Like a piece of music, a successful financial plan combines many elements working together.


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Public Garden, Boston, MA

Financially In Tune

Like the seasons in New England, each client is unique.

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Lake Quannapowitt, Wakefield, MA

Financially In Tune

Whatever your goals, a financial plan can help get you there.

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Good Harbor, Gloucester, MA

Financially In Tune

Financial planning helps to prepare for the unexpected.

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Jeanne’s backyard, Reading, MA

Why Financially in Tune for financial planning and investment management?


Just as each New England season is unique, a financial strategy is tailored for each client’s specific circumstances. Financially in Tune is an independent, fee-only firm founded by Jeanne Gibson Sullivan, CFP®, who brings over 20 years of financial planning and investment management experience to creating and implementing financial solutions.

 

Getting Started

Financially In Tune offers a complimentary initial consultation.  During the consultation, we will determine together whether Financially In Tune offers a good fit for your financial needs.


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What We Do

For clients who prefer an ongoing comprehensive financial planning and investment management relationship, and wish to delegate management of their portfolio, we work on a retainer basis.


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For clients who wanted a limited project – advice on just a few specific issues, whether it be a review of their portfolio, a retirement projection or recommendations for prioritizing savings for specific goals such as college and a new house, we work on an hourly/project basis


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Our Team

Learn more about our amazing team of professionals.

Team members

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Jeanne Gibson Sullivan, CFP®

Founder and Principal

Originally from Kansas City, MO, Jeanne now lives in Reading, MA with her husband.  She has two grown sons (which explains her extensive...
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Philip Lee, CFP ®

Principal and Wealth Manager

Having grown up in the New York State’s Hudson Valley, he now lives in Marblehead, Massachusetts with Kristen Nyberg and their...
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Mandy Magee, RP®

Principal and Paraplanner

Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with her husband and two young daughters. 

Mandy studied...

Our Blog

Learn more about the financial industry.

Latest Blog Posts

Protecting Your Credit from Identity Theft
Sep 18, 2017 by Financially In Tune

by Philip Lee, CFP®

Credit Monitoring Options

• Request Credit Report

  • To request your free credit reports, visit the central source for free on-line credit reporting at www.annualcreditreport.com. From that site, you can view a copy of your credit report from one or all of the bureaus. Or call toll-free (877) FACT-ACT to request your free annual...
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College Transitions: 1 Year Later
Aug 31, 2017 by Financially In Tune

College Transitions

By Philip Lee, CFP®

Julia, our daughter, started classes this week at Champlain College. Wow, does time fly by so I'm re-sharing my post -- these critical documents for the college bound is truly top of mind. She is 18-years old "on her own" as a freshman and these are critical documents to have "just in case". Some of these documents apply to non-students too!

Students may be worried about making new friends, studying,...

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Managing Target-Date Funds.
Mar 17, 2017 by Financially In Tune

Philip Lee CFP®

I file this Wall Street Journal article,  (How to Manage Your Target-Date Fund After Retirement) under "One Size Fits None." I've had conversations with my retiree clients on these very issues:

Are Target-Date funds overly simplistic? How or do I want to...

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 781-587-0582 Ext 102

Email: philip@financiallyintune.com

607 North Ave., Door 18, Floor 2 Wakefield, MA 01880

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