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Financial Fundamentals, LLC Opens in Watertown

Firm provides financial programs that help families with modest incomes take control of their financial future.

Financial Fundamentals, LLC, has opened for business in Watertown, MA. It offers practical financial programs that can help you take control of your finances and make steady progress toward your financial goals and dreams.


The firm’s programs consist of interactive small-group workshops and personalized one-on-one coaching sessions. They are designed to help you build the fundamental financial skills you need to:
- Comfortably make ends meet every month.
- Successfully budget and save.
- Manage credit card and school loans.
- Prepare for emergencies.
- Buy a home.
- Make college affordable.
- Make smart, self-confident financial decisions.


All programs are led by Stephen Barkhuff, CFP(R), CFA, MBA, the founder and president of Financial Fundamentals. He launched the firm in order to provide moderate-income families with affordable access to a caring and experienced financial professional who is committed to helping them achieve their financial goals. Steve is a personal finance professional who has worked in the financial services industry since 2000. He is both a CERTIFIED FINANCIAL PLANNER (TM) Professional and Chartered Financial Analyst Charterholder, and he earned an MBA with concentration in finance from The Wharton School. He has lived in Watertown since 2001.

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Workshops and coaching appointments are held in private offices at the Watertown Center for Healing Arts, at 22 Mt. Auburn Street in Watertown. Plenty of metered parking is available in the municipal lot between Spring and Church Streets.


You can learn more about Financial Fundamentals by visiting http://www.FFundamentals.com or http://www.Facebook.com/FFundamentals. By liking the Facebook page, you will receive Steve’s practical personal finance blog and other helpful tips and updates. You can also contact Steve directly by emailing mailto:SBarkhuff@FFundamentals.com.

Find out what's happening in Watertownfor free with the latest updates from Patch.

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