Margaret Harding has worked with non-profit organizations, small companies, and individuals for over 20 years. A graduate of Kenyon College, she received her M.B.A. degree from Babson College. She has extensive experience with all aspects of finance and management, from paying bills to creating business plans. Margaret’s goal is to demystify finances for her clients.
Throughout her career, Margaret has acted as a liaison between clients' lawyers, CPAs, healthcare professionals, and more. She has helped get clients out of debt, shift their approach to finances, and shed light on detrimental habits. If you, your business, or a family member are in need of assistance in any of these areas, her team has a proven track record of delivering long-lasting results.
Please reach us at mott63@yahoo.com if you cannot find an answer to your question.
Patchwork Advisor Services offers a range of services, including business analysis, strategic planning, project management, organizational development, and support with organization, decluttering, and downsizing. For individual clients, our team also coordinates tax planning, retirement planning, estate planning, budgeting assistance, and financial advisory services, with expertise in dementia care and setting up support systems tailored to each client's unique needs.
While Patchwork Advisor Services is based out of Concord, MA, we have the flexibility to work with clients both locally and remotely. For clients in the Cambridge, Somerville, and surrounding northern parts of the Greater Boston area, we can come directly to your home or office for in-person meetings. For clients outside this area, we frequently meet virtually, allowing us to provide the same level of personalized service regardless of distance. Whether you’re across town or across the state, we can tailor our services to your needs and location.
Many of our clients reach out to us when they want to improve their financial situation or achieve greater clarity in their financial decisions. For individuals, signs that you may benefit from our services include wanting to optimize your retirement plans, streamline your budgeting, or develop a clear strategy for managing debt and taxes. Non-profits often seek our expertise when looking to enhance financial management, maximize resources, or gain strategic insights to improve their operations. If you're looking to take control of your financial future or elevate your organization’s impact, Patchwork Advisor Services is here to help guide you toward your goals.
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