About the Firm

MONEYSENSE Financial Planning is a fee-only financial planning firm serving clients in the US and Canada. Headquarters are in Acton, MA. We do not sell investment products. We serve as financial planning consultants in the areas of educational funding, retirement and financial planning, and tax preparation. Clients pay MONEYSENSE for financial advice only.

Principal Bonnie Hepburn, a Certified Financial Planner, has owned and operated MONEYSENSE Financial Planning for over twenty years. She holds the MS degree from Rensselaer Polytechnic Institute in Troy, New York and is a member of the National Association of Tax Practitioners. Other well-qualified professionals are also available to serve you at MONEYSENSE. Their specialties range from civil service retirement to investment real estate.

Ms. Hepburn is frequently quoted in national publications on college funding issues. She has appeared recently in Kiplinger's Personal Finance Magazine, the Wall Street Journal's Smart Money, the Boston Sunday Herald, and Don't Miss Out - The Amibitious Student's Guide to Financial Aid.

The CFP credential is awarded by the International Board for the Certification of Financial Planners. Every CFP must sign an Oath of Ethics, conduct their practice consistent with the Code of Professional Ethics and Responsibility of the International Board for the Certification of Financial Planners, and satisfy stringent requirements for Continuing Professional Education. Information on CFP licensing requirements including the Code of Professional Ethics can be obtained from the IBCFP at (303) 830-7543.

Contact us at MONEYSENSE as follows:

Phone: 978-264-4088
U.S. Mail:
MONEYSENSE Financial Planning
13A Windsor Ave.
Acton, MA 01720
E-Mail:
hepburn@moneysense.win.net
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