Janet Goulart

Janet’s passion is collaborating with her clients to create a strategic financial plan for a worry-free retirement. Financial planning, especially retirement income planning, is becoming increasingly complex. Janet encompasses your “Life Vision”, dreams, and personal values to create a lasting legacy. Her approach is a unique, time-segmented method to manage not just one portfolio, but silos created for each anticipated waypoint in your future. Janet is uniquely positioned to bring you peace of mind based on her extensive technical knowledge coupled with an acute perception of how human emotions play a role in financial decision-making. The scope of Janet’s 25 years of experience has helped not only navigate her clients’ sensitive life transitions but build lasting relationships with them.

Janet believes that it is critical to go beyond the simple projection of the numbers to creating a dynamic plan. “What if” scenarios are important in evaluating the many choices available to you and making sure there are contingency plans for the “curve balls” life sometimes throws our way.

“Providing clarity and peace of mind to our clients is what drive’s us each day!  Our team looks forward to walking your “Life Vision” along with you.”

Check the background of investment professionals on FINRA’s BrokerCheck.

Fun Facts!

– Live’s in Rhode Island
– Daughter Emily is in the Army Reserves
– Son Zachary is starting high school
– Used to ride and show horses
– AKA the “Bionic Women” (three knee and two hip replacements)