Lakeside Financial Planning
About
The "why" behind what we do is what’s most important to us. Every day we strive to make a real difference in the lives of hardworking individuals just like you. We are dedicated to going above and beyond to help you reach your financial goals – whether you aspire to purchase a new home, fund your child's college education, or retire worry free. Our advisors always have your best interest at heart and take great pride in the personalized level of service, care, and attention we provide. We hope by working with us you can always rest easy knowing that our team has your back.
Jared Hoole is the President of Lakeside Financial Planning and a CERTIFIED FINANCIAL PLANNERTM. He began his career in public accounting implementing tax planning strategies for multinational corporations. After nine years in corporate tax, Jared knew he wanted a more rewarding direction where he could use his financial skills to help people to reach their life goals. So in 2014, he decided to take the next step in his career and founded Lakeside Financial Planning.
He currently serves as the study group director for the National Association of Personal Financial Advisors (NAPFA) Massachusetts chapter where he organizes educational speakers and facilitates discussions with likeminded advisors. In addition to his CFP®, Jared holds a bachelor's degree in finance and a master's degree in taxation from Bentley University.
Jared lives in Windham, NH with his wife, Alisyn, their daughter, Carsyn, and son Brody. When he's not spending time with his family, Jared enjoys helping others and participates in a pro bono coaching program for patients of the Dana-Farber Cancer Institute. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared also loves spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.
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Frequently asked questions
What is your typical process for working with a new customer?
Lakeside Financial Planning provides prospective clients with a two-step process. First, we have an initial telephone conversation to determine if your financial needs are a fit for our services. Assuming there is a fit, we will schedule an appointment to meet in person at one of our offices. This meeting provides the opportunity for us to get to know each other and allows us to dig deeper into your financial concerns. Before you leave, we will present our fee in writing and provide initial recommendations. There is absolutely no charge or obligation for these two meetings.
What education and/or training do you have that relates to your work?
As a member of the Alliance of Comprehensive Planners (ACP), Jared completed an intensive training program designed and taught by some of the top financial planners in the country. This comprehensive approach has been practiced by hundreds of advisors and proven to be successful with thousands of clients over the past 25+ years. Additionally, Jared has met the education, exam, experience, and ethics requirements to become a board CERTIFIED FINANCIAL PLANNER™ or CFP®. Jared also holds a Masters in Taxation and a Master Personal Financial Planner Certificate™ from Bentley's McCallum Graduate School of Business.