Chloe McKee | Financial Planner
Contact Information
617.609.1124
chloemckee@financialguide.com
280 Congress Street, Suite 1300
Boston, MA | 02210
Chloe’s mission is to empower clients to take control of their financial future and build lasting stability. Her commitment to financial planning was shaped by a deeply personal experience: witnessing her grandmother lose her life savings due to inadequate financial guidance. That moment crystallized her purpose, to ensure others are protected, informed, and positioned for long-term success. Chloe believes financial success extends far beyond numbers; it is about security, opportunity, and peace of mind at every stage of life.
At the core of Chloe’s work is an unwavering dedication to client service. She is known for her thoughtful, relationship-driven approach combining strategic insight with exceptional care and responsiveness. Chloe partners closely with each client to deliver personalized guidance, proactive communication, and a level of service designed to create confidence and clarity in every financial decision. Her clients value not only her expertise, but her commitment to being a trusted advisor through life’s most important moments.
A strong advocate for health, wellness, and balance, Chloe believes sustainable success is built on connection and intentional living. Committed to giving back, she proudly serves on the Board of Directors for TypeOne, Inc, a nonprofit organization based in Norwell, MA.
Beyond her professional work, Chloe embraces fashion, meaningful time with family and friends, and a perfectly crafted cocktail, because true balance is park of building a well-lived life.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.