My Story and Services

WHAT I DO: I am a wealth advisor with a passion for helping you feel confident about your financial decisions. I seek to achieve this through education and planning for not only your present but also your future.

WHAT I OFFER: My initial focus is to learn about you, understand your needs and conceptualize your vision. I enjoy the collaborative process: working together with your other advisors provides a truly holistic approach to realizing your vision. My credentials and over 29 years in the financial services arena help to create an experience that increases your commitment to incorporating a financial framework into your life.

WHAT DISTINGUISHES ME: I understand the emotional challenges of navigating financial conversations and I am committed to helping you “Manage Emotion and Plan Logically". Whether you're navigating a divorce, newly widowed or a professional just starting to plan for your future, I can help with strategies for spending, saving and investing.

HOW I WORK: I manage a very emotional process by completing a financial plan that will help you understand your choices and make confident decisions. This plan becomes a living, breathing document that is part of the decision-making process for years to come. When you expand your relationship with me to include investment management, I begin by constructing a diversified investment portfolio. I then use a bucketing approach that spreads those investments across your various accounts based on when funds are needed. The clients I work with generally have between $250,000 and $5 million in assets under my care.
Securities Agent: TX, VT, VA, SC, PA, OH, NY, NJ, NH, MO, ME, MA, IL, FL, DC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1232921
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Divorce and You

Divorce is an emotional rollercoaster and the financial consequences of this transition can seem confusing and overwhelming. If you are a woman thinking of divorcing or going through a divorce, you deserve to be supported, informed and guided to make sound decisions. Divorce evokes many emotions: anger, betrayal, loss, shock, panic and maybe even a sense of relief. It is imperative to be able to sort out what you feel from what makes sense. As a Financial Advisor and Certified Divorce Financial Analyst, (CDFA) my commitment to you is to truly understand your personal situation and to provide the knowledge you need to be prepared for the impact of divorce on your financial life. I would be honored to be your guide, to advocate and to assist you with your unique financial circumstances. 

MY MISSION

Every woman’s situation is unique. I understand this can be a challenging and emotional time.   My role is to support you and together, we will create a plan that will help move you though this transition successfully and get you off the emotional rollercoaster. As your CDFA, I focus on the specific nuances that define the financial aspects of your divorce.  My mission is to help you gain an understanding of how issues around homeownership, cash flow, budgeting and investing could impact your future well-being. 

TOGETHER, WE WILL MANAGE EMOTION AND PLAN LOGICALLY

Proceeding with a divorce isn’t easy. The process is complex and it is helpful to surround yourself with someone who has knowledge and experience in navigating the complexities of divorce.  The reality is the more you know, the more you understand your options.  Together, we will use a financial planning framework to explore the impact of your choices and use that knowledge to help you make sound decisions. Let me support you through this difficult time and work with you to pave a way for greater financial security and flexibility in the future.

    Experience

    2012 - 2015: UBS Financial Services
    Financial Advisor
    Boston, MA

    2005 - 2012: UBS Financial Services
    Investment Associate
    Boston, MA

    1992 - 2005: Merrill Lynch
    Registered Client Associate

      Education

      • Certified Divorce Financial Analyst_x0019_
      • NASD Series 7, 63 and 65
      • MA Insurance License # 1935693
      • NMLS License # 1232921

      Location

      35 Village Rd
      Ste 601
      Middleton, MA 01949
      US
      Direct:
      (978) 739-3956(978) 739-3956
      Fax:
      (617) 217-0698(617) 217-0698
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
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      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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      • Foundations
      • Donor Advised Funds
      • Impact Investing
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      Ready to start a conversation? Contact Sheri Bouchie today.
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