Kim Martell, CPA Financial Planner

Kim Martell, CPA Financial Planner With a background in banking and as a CPA, I was drawn to this industry to leverage my skills in guiding others' financial journeys.

Rooted in a deep desire to offer education, knowledge, and compassion, my passion for helping people drives my commitment.

A successful business creates opportunities. A thoughtful financial plan can help make those opportunities become option...
09/03/2026

A successful business creates opportunities. A thoughtful financial plan can help make those opportunities become options, freedom, and lasting impact.

The business creates the value. The plan determines what that value makes possible.

For many owners, the business becomes the center of everything. But the strongest outcomes tend to come when you step ba...
08/27/2026

For many owners, the business becomes the center of everything. But the strongest outcomes tend to come when you step back and look at the full picture of your business, your personal finances, and where you want both to take you over time.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

Success in business often comes with complexity around cash flow swings, concentrated risk, and competing priorities. Th...
08/20/2026

Success in business often comes with complexity around cash flow swings, concentrated risk, and competing priorities. The goal of planning isn’t to eliminate that complexity, but to organize it in a way that gives you clarity and confidence in the decisions you’re making.

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan suppor...
08/19/2026

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan supports you, too

The real advantage of owning a business comes down to control and the ability to shape your time, your decisions, and yo...
08/13/2026

The real advantage of owning a business comes down to control and the ability to shape your time, your decisions, and your future. A thoughtful financial strategy helps turn that control into lasting flexibility, not just short‑term success.

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/13/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

Most business owners spend years building something valuable, but far less time thinking about how that value translates...
08/06/2026

Most business owners spend years building something valuable, but far less time thinking about how that value translates into their personal life. The work you do inside the business matters. Making sure it ultimately serves you matters just as much.

Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next ste...
08/05/2026

Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next steps that make sense for you.

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280 Congress Street, Suite 1300
Boston, MA
02210

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