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A Team Dedicated To Your Success
We Are Problem Solvers
We help people address significant issues in their personal lives. We can help you resolve problems such as:
- Passing an heirloom property to the next generation
- Knowing how much life insurance to buy
- Finding a long-term care solution for parents
- Funding your children’s college education
- Designing a retirement income strategy
- Paying off college loans
- Planning for a second career
No Cookie Cutter Here
Each client is unique. The advice that we provide is unique to your circumstances and objectives. There are many factors that influence personal finances. Our financial planning process looks at all of these factors to provide you with specific, personalized guidance. Your peace of mind is our objective. Our process is designed to show you where you are now and to provide you with a road map that will help you meet your objectives. We will help you understand the pros and cons of various courses of action so you can make informed decisions about your financial future. We are focused on helping you meet your goals, not on beating the market.
Fee-Only Financial Advice Leads To A Better Plan
Financial Focus provides unbiased financial advice. Our clients’ interests come first.
We are not engaged in product sales. We receive no commissions or other incentives from client product recommendations or purchases. Arrangements made with brokers, asset managers, mutual fund companies, insurance providers, attorneys, and CPAs are made for the convenience of clients and are based on individual situations. We do not pay or receive referral fees. The best financial advice comes from someone who is not trying to sell you anything.
Financial Focus Professionals Are Committed To Continuing Education
We consider it our responsibility to maintain the highest professional standards for continuing education. Keeping up on new developments in all areas of financial planning helps us to be proactive in our client relationships.
Our Team
Susan MacMichael John, CFP®, AIF® Founder, President
Susan MacMichael John founded Financial Focus, Inc. in 1995 as a fee-only financial planning firm. Financial Focus provides comprehensive planning services to northern New England professionals, retirees, and families.
Susan has been providing personal and business financial planning services since 1985 and obtained her CERTIFIED FINANCIAL PLANNER™ credential in 1989. She is a member of the Financial Planning Association and is serving her second term as a national board member of the National Association of Personal Financial Advisors, where she currently serves as Chairperson.
Susan developed NAPFA’s “Transition to Fees” workshops and NAPFA’s “Fiduciary Oath.” She served as NAPFA’s Government Affairs Liaison from 1994 through 2003. Susan also is an honorary director of the E. Stanley Wright Museum Foundation and an incorporator for Meredith Village Savings Bank.
Kristen Madden Vice President, Financial Advisor
Kristen Madden joined Financial Focus, Inc. in 1997 after previously working at A.G. Edwards in Concord, NH, Prudential Securities in the U.S. Virgin Islands, and Tucker Anthony and R.L. Day in Boston.
Kristen graduated with a Bachelor of Science degree in Marketing Administration from Plymouth State College (now Plymouth State University). She holds the Series 65 license (investment advisor representative.) Kristen lives in Tuftonboro, NH with her husband, Russell, and their two boys, Jeffrey and Erik. She also coaches fall soccer for grades 4-6 for the Wolfeboro/Tuftonboro Parks & Recreation Department.
Rachel Sanborn, CFP® Financial Planner, Chief Compliance Officer, Research Analyst
Rachel Sanborn joined Financial Focus, Inc. in 2007 after previously working at Lincoln Investment Planning in Boston, Prime, Buchholz & Associates in Portsmouth, NH and Commonwealth Financial Network in Exeter, NH. She graduated with highest honors from Bentley College (now Bentley University) with a Bachelor of Science degree in Finance.
Rachel holds the Series 65 license (Investment Advisor Representative) and is a licensed in life, health, and accident insurance in New Hampshire. She completed additional studies in financial planning at Boston University in 2011 and is a CERTIFIED FINANCIAL PLANNER™ professional. Rachel is a member of NAPFA, the Financial Planning Association, and Beta Gamma Sigma, a national honor society for business students. She currently serves on the board of directors for the Northern New England chapter of the FPA.
She lives in Milton Mills, NH with her husband, Josh, and their new son, Soren. In her spare time, Rachel reads voraciously, travels, and spends time with friends, family, and church community.
Daosith Lemay, CFP® Financial Advisor, Research Analyst
Daosith joined Financial Focus, Inc. in 2008. He was previously a financial advisor for Ameriprise Financial Services in Portsmouth, NH.
Daosith graduated from the Whittemore School of Business at the University of New Hampshire with a Bachelor of Science degree in Business Administration with a focus on marketing. He has passed his Series 7 and 66 exams. He completed additional studies in financial planning at Boston University in 2011 and is a CERTIFIED FINANCIAL PLANNER™ professional.
Daosith lives in Dover, NH. In his spare time, he enjoys reading, cooking, spending time with friends and family, and playing sports—including swimming, running, tennis, golf, skiing, and soccer for the Financial Focus soccer team.
Shane Campbell
Assistant Financial Planner
Shane Campbell joined Financial Focus, Inc. in January 2012 after previously working at Feliciano Financial Group in Tyler, TX. He recently graduated from Texas Tech University with a Bachelors of Science degree in Personal Financial Planning. He hopes to take the Series 65 exam in 2012 and plans to sit for his CFP® (CERTIFIED FINANCIAL PLANNER™) exam in July 2012.
Shane currently lives in Wolfeboro but is originally from Athens, TX. He recently got engaged to Avery Hardin. During his spare time, he likes to play golf, ski, fish, hunt, spend time with family and friends, and generally being outdoors.
Bonnie Hunt Trusts and Estates Consultant
Bonnie Hunt joined Susan’s team in 2010, bringing more than 30 years of trust and estate experience to the firm with 20 of those years here in New Hampshire.
Susan and Bonnie have collaborated many times on client projects. Bonnie graduated from Miami University of Ohio with a Bachelor of Arts degree in History.
She is a member and Paul Harris Fellow of the Meredith Rotary Club, a member of the New Hampshire Estate Planning Council, and a member of the finance committees of Circle Program Endowment, Lakes Region General Hospital, and the Squam Lakes Natural Science Center.
Bonnie lives in Holderness with her husband, Bob Maloney, who was introduced to her by Susan. In her spare time, Bonnie enjoys gardening, boating, skiing, and spending time with family.
Valerie Brown Administrative Assistant, Paraplanner
Valerie Brown joined Susan’s team in 2001 after having worked as a bank teller at Farmington National Bank in Farmington, NH. She attended Stratham Technical College and has completed coursework through the College for Financial Planning and the Heartland Institute of Financial Education.
Valerie is a Certified Financial Educator (CFEd), a Registered Paraplanner (RP), and a member of the National Association of Personal Financial Advisors.
She lives in Wakefield, NH with her daughters Angela and Jessica and enjoys baseball, alpine and cross country skiing, gardening, hiking, spending time with her daughters, and watching sports.
Jennifer Murphy
Bookkeeper
Jennifer Murphy joined Susan's Financial Focus, Inc. team in 2002 as the bookkeeper for the firm.
About the Artist: Peter Ferber
In a world that is increasingly complex, impersonal, and high-tech, Peter Ferber finds himself intrigued with the simple, timeless and more comprehensible things that often go unnoticed. Having grown up spending all his summers in Wolfeboro, Peter is drawn to the rural New Hampshire landscape as inspiration from his paintings—the sparkling serenity in the play of evening light across the lake, the simple purity of a white clapboard barn in the snow, the warm patina of a weathered boathouse are refreshing to his heart.
He has been working as a full-time professional artist since graduating from Principia College in 1976, and approaches each new piece with a desire to try something new. He developed an appreciation for strong design and composition at college in daily painting and drawing excursions, including a ten week painting trip to Europe. Attention to detail and precise control of the medium was honed through years of work producing architectural renderings for historic restoration projects. He paints in watercolors, oils, and most recently in acrylics.
Peter has done the poster for the New England chapter of the Antique and Classic Boat Society for the past nine years. His illustrations have appeared in national magazines as well as in books. He has exhibited in many shows throughout New England and the Midwest, and has had more than 40 reproductions made of his work.
Beyond the appeal of the scenes themselves, he hopes that his work will stir an awareness of the value of preserving the character and history of this rich landscape we all enjoy.
To see more of Peter’s work: www.theartplace.biz
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