Harvard Square Financial Planning, LLC is a registered investment advisor located in Lexington, Massachusetts, founded in 2012 and led by Managing Member and Principal Mary Koenig. The firm specializes in comprehensive and modular financial planning, investment consultation, and educational workshops, serving clients primarily within the nonprofit community and their families. Advisory services cover cash flow and debt management, risk management, employee benefits, retirement planning, tax planning strategies, education funding, and estate planning review. Harvard Square Financial Planning operates on a fee-only hourly basis and does not manage investment portfolios on a continuous or discretionary basis, nor does it hold client funds or securities. Clients retain full authority over implementing recommendations.
Fee Structure
- Hourly financial planning and investment consultation — $220 per hour, billed in 15-minute increments
- Educational workshops — Flat fee ranging from $100 to $5,000 per attendee and/or event depending on length, materials, and speakers