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Welcome to Coast to Coast Financial Planning

I would like to personally thank you for coming here to learn more about us. At Coast to Coast Financial Planning, our mission statement is "To help our clients financially plan for and live in the retirement years whether they work, volunteer or feel relaxed along the way." We want you to love what you do, wherever you are, Coast to Coast!

We offer our clients retirement income planning using various options and strategies. Our focus is on asset protection planning for retirement income, potential estate and/or long-term care expenses with the latter our specialty as there are many newer options available. In addition, we offer referrals to reputable accounting, legal, real estate, mortgage and other business partners.

While based in Chatham, MA, we also have an additional Cape Cod offices in Hyannis and Mashpee as well as on Nantucket Island. Many clients have relocated to or spend time in other locations so with today's technology and ease of travel, we truly are "Coast to Coast"!  

Thank you for visiting, and please feel free to call (508-945-7500) or email ([email protected]) if interested in a discussion or meeting. 

Jane Bourette


Please enjoy this short interview with Jane about our company and what we offer...


Check out Jane's latest interview with 97.7 ACK FM radio on Long Term Care & Estate Planning & Ed Slott CPA affiliation on spotify or apple podcasts. (Links to Apple versions here)

Contact Us

Please feel free to contact us with any questions.

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Online Workshops

Contact us for a recording on a subject of interest!

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