
FINANCE ROADMAP
PLANNING
Welcome to Finance Roadmap Planning
We help you gain clarity and confidence with your finances. Whether you’re planning for retirement in the next few years or managing a high-income, complex financial situation, we guide you every step of the way with a clear, personalized Financial Roadmap.
About Patrick CFP®

I’m Patrick Clark, CFP®, helping families in Massachusetts and New Hampshire gain clarity and confidence with their finances. I create Financial Roadmaps to guide retirement income, taxes, and key financial decisions — collaborative, simple, and tailored to your goals.
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Becoming a parent showed me the importance of honest, client-focused guidance. Since earning my CFP® in 2017, I’ve helped clients make confident financial decisions, while also teaching community classes on Social Security, Medicare, and retirement planning.
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When I’m not working, I spend time with my wife and three kids, exploring new places, enjoying golf, and supporting my wife’s small business, Flicker and Twinkle.