You have dreams and goals for your life.
Together we will chart the most secure path to achieve them.

Planning with confidence


  • Planning
    for Marriage

  • Planning
    for Children

  • Planning
    for Education

  • Planning
    for Your LIfestyle

  • Planning
    for Your Career

  • Planning
    for Retirement

Worrying about finances impacts your life and relationships. That is where Helm can help. As your trusted advisor, we help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Helm’s holistic financial planning focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes influence the financial decisions you make, and makes adjustments as your circumstances change. We are committed to your success.


Holly Colvin, CFA, CFP®
Office: (978) 510-1510
Cell: (617) 512-1898

holly@helmfinancialplanning.com

We are independent & fee-only

Helm Financial Planning is a Registered Investment Advisor committed to providing independent, fee-only financial planning and investment management service. You will receive objective, unbiased professional advice that always puts your needs first. We work for the sole benefit and interest of clients and put their interests before our own. The only fees we receive are from giving advice, and those fees are always clearly defined.

We are client centered

We listen closely to what you want and what’s important to you, then we guide you through all the options for achieving your goals. It is easy to be overwhelmed by the huge amount of financial information and products available, we help you make sense of it so you can make educated choices. Helm is committed to the highest standards of practice and is held accountable by our professional affiliations to continually enhance our skills and credentials through continuing education. If there is a time you need help in an area outside of our expertise, we will refer you to the professionals who will provide what you need.

We are not...

We are not one-size-fits-all planners who utilize “cookie-cutter” portfolios. We don’t sell insurance, mutual funds, or any other financial products, nor do we take commissions or referral fees from other professionals. Instead, we believe in the uniqueness of every client, and spend time building long term relationships. Helm believes that communication and transparency are the foundation of its relationship with Clients and will continually strive to provide its Clients with complete and accurate information at all times.