Hi. 👋
I’m Kerri Allen.

I believe financial planning should feel like a conversation with someone you trust — clear, encouraging, and even a little fun. For me, it’s about building genuine relationships and providing guidance so you feel supported through life’s biggest decisions. I enjoy helping people bring clarity to their financial picture and develop confidence in the steps they’re taking toward their goals.

For over 20 years, I’ve worked with clients through major milestones — helping them think through complex choices, understand tax considerations, and approach the future with a sense of direction. As a CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, and MBA graduate from Boston University, I offer comprehensive planning that includes tax management strategies, retirement planning, charitable giving, equity compensation for stock options and RSUs, and estate planning strategies. My goal is to make the complex simple, and the planning process collaborative and personal.

I’m from Boston, but my husband and I traded city life for 17 acres in rural Maine, near Sugarloaf Mountain. We’re avid skiers, mountain bikers, and dog parents to two energetic huskies. Our little homestead has a garden, fruit trees, and blueberries — with chickens, bees, and maybe goats on the horizon.

Living here has reminded me that while planning for the future is important, so is enjoying the moments right in front of us — and that balance shapes how I work with clients. You’ve worked hard to create a meaningful life. Together, we can build a plan designed to help you preserve it, pursue growth, and stay focused on what matters most.