About the author
Jennifer L. Climo CPA CFP® MSFP is a senior advisor and a founding owner of Milestone Financial Planning, LLC, a fee-only financial planning and investment advisory firm in Bedford, N.H. She started her own CPA firm in 1999 (now Jennifer L. Climo, CPA PC) and a financial advisory firm in 2003 (now Milestone Financial Planning, LLC) and has been working with individuals and small businesses her entire career. Jennifer received her Bachelor of Business Administration cum laude from the University of Massachusetts – Amherst and her Masters of Science in Financial Planning with high distinction from Bentley University.