Jennifer Climo, CFP^®

CPA, MSFP

CEO/Senior Advisor

Milestone Financial Planning, LLC

3 Executive Park Dr, Ste 200
Bedford, NH 03110-6954

FINANCIAL ADVISOR'S WEBSITE

https://milestonefinancialplanning.com/

603-589-8010 CONNECT WITH Jennifer

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge assets under management fees and monthly financial planning fees. Our minimum annual fee is $8,000.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Milestone Financial Planning

Brochures

Certified Professional Profile | CFP - Let's Make a Plan (letsmakeaplan.org)

General

Jennifer Climo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestone Financial Planning, LLC in Bedford, NH and the surrounding communities.

Financial Advisor Overview

Jennifer earned her Master of Science in financial planning, with high distinction, from Bentley University, and the designation of CERTIFIED FINANCIAL PLANNER™ professional from the Certified Financial Planner Board of Standards, Inc., in 2003. She earned her Bachelor of Business Administration, cum laude, from the University of Massachusetts – Amherst in 1991, and received a certificate of achievement for passing the CPA exam at the first sitting. Jennifer is a registered advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the American Institute of Certified Public Accountants (AICPA), Fee-Only Network, and the Financial Planning Association (FPA).

Financial Advisor Experience

Jennifer has been working with individuals and small businesses for her entire career. Jennifer spent four years working as an auditor and tax accountant for a regional CPA firm, and then another three years as the chief financial officer for a large nonprofit organization before starting her own CPA firm in 1999 (now Jennifer L Climo CPA PC) and Milestone Financial Planning, Inc, in 2003. Jennifer merged Milestone Financial Planning, Inc. into what is now Milestone Financial Planning, LLC in 2016. Jennifer works with clients who have built their wealth over time and value family, accomplishments, and generosity. Jennifer resides in Bedford, New Hampshire, with her wife and two children. She serves as the Finance Elder at the Bedford Presbyterian Church and actively participates in the church’s annual stewardship campaign. In 2021, Jennifer created a complimentary video series covering various aspects of financial planning, entitled “Financial TRIAGE™.” The acronym TRIAGE stands for Taxes, Retirement, Investments, Asset Protection, Generosity, and Estate Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Job Loss, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances