Beacon Financial Planning

08/11/2026

We’re incredibly proud to share that Beacon Financial Planning has been named a 2026 Honoree for Cape & Plymouth Business Magazine’s Best Places to Work! 🎉

This recognition is especially meaningful because it reflects what matters most to us: our people and the culture we’ve built together.

At Beacon, we believe that doing great work starts with creating an environment where people feel supported, valued, and empowered to grow — both personally and professionally. We’re grateful for a team that brings their talent, heart, and commitment to the office every day.

A huge thank you to our incredible team for making Beacon such a special place to work. We’re honored to be recognized alongside so many outstanding organizations in our community!

Here’s to continuing to grow, support one another, and enjoy the journey along the way. 💙

07/28/2026

At Beacon Financial Planning, we believe our responsibility to clients extends far beyond managing investments and creating financial plans. It means continually investing in ourselves so we can provide the highest level of advice, insight, and stewardship to the families who place their trust in us.

That is why we are proud to announce that Katie Brennan Kane has earned the prestigious Certified Investment Management Analyst® (CIMA®) designation.

Administered by the Investments & Wealth Institute® in conjunction with the Yale School of Management's Investment Theory and Practice program, the CIMA® designation is one of the investment management profession's most respected advanced credentials. Candidates must complete an intensive executive education program before sitting for a comprehensive certification exam. The curriculum emphasizes portfolio construction, behavioral finance, asset allocation, risk management, manager due diligence, alternative investments, ethics, and the institutional consulting process equipping advisors with the advanced knowledge needed to navigate increasingly complex financial markets.

For Katie, earning the CIMA® designation represents much more than another professional milestone.

"When Kelli and I became owners of Beacon, we made a promise to ourselves that we would build a firm defined by excellence, not only in the advice we provide, but in our commitment to continuous learning.

The financial world is constantly evolving and our clients deserve advisors who are willing to invest the time, energy, and discipline required to stay at the forefront of our profession.

Preparing for the CIMA® designation challenged me to think more deeply about capital markets and the role they play in building wealth for our clients. I'm incredibly grateful for the opportunity to bring that knowledge back to our Investment Committee and, most importantly, to the families we are privileged to serve."

— Katie Brennan Kane, AIF®, CIMA®
Managing Partner & Chief Compliance Officer

Katie's accomplishment reflects Beacon's broader commitment to building one of the region's most knowledgeable and client-focused advisory teams. Today, Beacon's professionals hold a growing collection of nationally recognized designations including CFP®, CIMA®, AIF®, CDFA®, and FPQP®, demonstrating our shared commitment to lifelong learning and professional excellence.

We are proud to announce that Katie Brennan Kane has earned the prestigious Certified Investment Management Analyst® (CIMA®) designation.

07/09/2026

What savvy investors are watching now

07/02/2026

Congratulations to Melissa Kolcz on earning the FPQP® Designation! We are proud to congratulate Melissa Kolcz on earning the Financial Paraplanner Qualified Professional™ (FPQP®) designation.

Since joining Beacon Financial Planning in 2019, Melissa has become an integral part of our team, where she is dedicated to making every client interaction thoughtful, seamless, and personalized. From guiding new clients through the onboarding process to coordinating account transfers, cash distributions, and ongoing service requests, Melissa consistently goes above and beyond to ensure our clients receive the exceptional care and attention they deserve.

Melissa truly is the heart of the Beacon team. Her warmth, compassion, and genuine ability to connect with our clients on a deeply personal level set the standard for how we care for one another and for every family we serve. She has an extraordinary gift for making people feel seen, heard, and valued.

What makes Melissa even more remarkable is her commitment to continuous growth. She cares deeply about our clients and is always looking for ways to better serve them, whether through professional development or simply by showing up every day with kindness, empathy, and authenticity. Earning the FPQP® designation reflects that commitment, and we couldn't be prouder of her.

Please join us in congratulating Melissa on this well-deserved accomplishment. We are incredibly proud of her dedication to continuous learning and grateful to have her as an important part of the Beacon family. Congratulations, Melissa!

We are proud to congratulate Melissa Kolcz on earning the Financial Paraplanner Qualified Professional™ (FPQP®) designation.

07/02/2026

Wishing you and your family a safe, joyful, and memorable Independence Day. As we celebrate the freedoms that bring us together, we are grateful for the trust you've placed in us. Thank you for allowing us to be a part of your financial journey. ❤️💙

Please note, our offices will be closed on Friday 7/3 in observance of the 4th of July holiday. We will be back in the office on Monday 7/6.

06/16/2026

At Beacon Financial Planning, we believe that leadership extends beyond managing wealth. It means serving others, strengthening our communities, and continuously striving for excellence on behalf of the families who place their trust in us.

We are proud to share two recent accomplishments that reflect these values and the commitment of our firm's leadership.

Beacon Financial Planning is proud to announce that Managing Partner, Kelli Grew, CFP®, has been named to AdvisorHub's Advisors to Watch - Next Gen list, earning the distinction of being ranked #23 among the Top 50 advisors in the United States.

Beacon Financial Planning is also proud to share that Managing Partner, Katie Brennan Kane, AIF®, was elected to the Board of Directors of the Animal Rescue League of Boston (ARL).

At Beacon Financial Planning, we believe that leadership extends beyond managing wealth.

05/07/2026

At first glance, the recent Federal Reserve decision didn’t look like much. Rates stayed the same. No surprise there. But under that headline, something more interesting was happening.

This wasn’t a routine meeting. It was one of the most divided Fed decisions in decades. The vote came in at 8 to 4, a split we haven’t seen since the early 1990s. And the disagreement wasn’t subtle.

Some policymakers pushed for a rate cut. Others supported holding steady but pushed back on any suggestion that cuts are coming next. A few made it clear the next move could go either way.

That kind of divide tells you something important. Even the people whose full-time job is to read the economy aren’t seeing a single, clear answer.

Even the people whose full-time job is to read the economy aren’t seeing a single, clear answer.

04/30/2026

We broke down markets into a 5-minute read

04/27/2026

Start building the life you want—today. We look forward to helping you envision and achieve your ideal future!

04/23/2026

Here's what savvy investors should know