Don’t Leave It to Chance

A Retirement-Ready Estate Planning Guide

Navigate major life transitions with clear, compassionate, and holistic financial planning.

Tax-Efficient Retirement Income

Turn your savings into steady, reliable income with tax‑smart strategies tailored to retirees in the Upper Valley and Hanover, NH.

Investment Management

We build and manage diversified investment strategies for individuals and families in Hanover and the broader Upper Valley, NH.

Legacy and Estate Planning Support

We help residents of Hanover and the Upper Valley, NH, organize accounts, coordinate with estate attorneys, and document plans.

Guiding Through All Major Life Transitions

Whether we are meeting in person in Hanover, NH, or virtually, my goal is to provide clear, supported, and personalized guidance. Serving Hanover and the Upper Valley, I help individuals, families, and business owners navigate retirement, divorce, and wealth management, aligning your financial decisions with your values and giving you confidence for the future.

Sally J. Boyle

CFP® · CDFA® · CSRIC®

About Sally Boyle, CFP®

A Legacy of Planning for the Upper Valley

Since 1983, I have helped families navigate the complexities of wealth. Today, from my office in Hanover, NH, I provide more than just portfolio management; I offer a steady hand through life’s most turbulent transitions. I believe that understanding the "why" behind your money is just as important as the account balances.

Why My Experience Matters to You

My path wasn't linear, and neither is life. After a decade dedicated to raising my three sons here in our community, a personal crisis (a painful divorce in 2000) changed everything. That experience was more than a turning point, it was my catalyst. It taught me that a major financial shift is rarely just about the assets; it’s about the emotional and logistical weight of an identity shift.

Our Process

step 1

Initial Phone Call

The process begins with a 30‑minute call to determine whether our financial planning and retirement planning services in the Upper Valley and Hanover, NH, align with your needs. We review your goals, concerns, and expectations to confirm our skills and experience in tax planning, investment management, and wealth management is the right fit.

step 2

First Office Meeting

In our first in‑person or Zoom meeting, we take a deeper look at your financial situation. Upper Valley and Hanover residents bring key documents so we can evaluate retirement readiness, tax efficiency, investment performance, and overall financial strategy. This meeting builds the foundation for a customized financial plan.

step 3

Second Office Meeting

We present a full financial analysis tailored to Upper Valley and Hanover, NH, clients. You’ll see retirement projections, tax‑planning opportunities, and recommendations for improving your investment portfolio. Choosing the right financial advisor in the Upper Valley or Hanover is an important long‑term decision.

Don’t Leave It to Chance

A Retirement-Ready Estate Planning Guide

How to preserve your wealth, honor your wishes, and give your family the gift of clarity.

People in their 50s and 60s have often spent decades building something significant: a retirement account, a family home, a business, an investment portfolio. But without a clear plan in place, the fate of everything you’ve built doesn’t rest with you; it rests with a probate court, outdated beneficiary forms, or default state laws that know nothing about your family or your wishes.

Estate planning doesn’t only cover what happens after you’re gone. It also shields your family from unnecessary stress, tax exposure, and legal complications—right now, while you still have full control.