Finance Roadmap Planning is a financial planning practice serving families in Massachusetts and New Hampshire, including the Merrimack Valley and Southern New Hampshire. Led by Patrick Clark, CFP®, the firm helps people approaching retirement understand their finances and make informed decisions with greater confidence. Its central offering is a personalized Financial Roadmap designed to address retirement income, taxes, and other important financial choices.

The planning process begins with a brief, no-pressure introductory call, followed by collaborative work to build a tailored plan. Clients can continue working with the firm to keep their roadmap on track, with the option to leave after the first year. Investment management is available separately and is not required as part of the planning service.

Finance Roadmap Planning emphasizes clear guidance without product-pushing or jargon, helping clients understand where their money is going, consider retirement income strategies, and address potential unnecessary taxes. Patrick works with clients virtually or in coworking spaces nearby