Financial Planning Alternatives
@fpa-online.com
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Financial Planning Alternatives's Company Logos


Financial Planning Alternatives's Brand Colors
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Color name
RGB
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#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#ABB8C3
Cadet Blue
171, 184, 195
207, 17, 72
12, 6, 0, 24
About Financial Planning Alternatives
Financial Planning Alternatives is a financial advisory firm based in Westport, Massachusetts, focused on helping individuals and families make informed decisions and work toward their financial goals. Led by owner and Senior Financial Advisor Monisha Potter, CFP®, the firm emphasizes education, empowerment, and guidance that can support clients across generations. Its services include financial planning, investment management, and life insurance, with membership guidance and support after a loss also listed among its offerings.
The firm serves multi-generational families, women, small-business owners, and young professionals. Clients can explore goals-based planning tools and access resources such as market news, insights, articles, and events. Financial Planning Alternatives encourages prospective clients to begin with an initial consultation and offers contact by phone, text, email, or at its Westport office.
Securities are offered through Kestra Investment Services, LLC, and investment advisory services through Kestra Advisory Services, LLC; the firm states that it is not affiliated with either. It does not provide legal or tax advice
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Finance
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