Process

Please contact Charlo at Peace of Money via email or phone to learn more. You can schedule an appointment or informational phone appointment with the links below.

To schedule a financial planning appointment with Charlo, click here.

To schedule a time to talk about how Charlo might be able to help you with your financial planning needs, click here.

Prior to your first appointment, please complete the client questionnaire and sign the financial planning agreement. Then bring both documents to your appointment.

Financial Planning Agreement

Client Questionnaire

Privacy Statement

Peace of Money • 5 Appleton Street • Watertown, MA • 617.744.0193