He's the figures man and has been guiding clients of all financial backgrounds for years.
She's the operations arm of their financial partnership, meeting with clients to get a feel for what will best benefit their portfolio.
When they call it a day, they both head for the same home on Chandler Road and usually talk about their daughter, Meredith, who is attending the University of Chicago, and what's for dinner.
John and Helene Spoto met at work in Philadelphia, Pa. several years ago. The married couple worked together for some 20 years, running a successful computer leasing business and still work side-by-side today running a financial planning business, Sentry Financial Planning in Burlington. They have lived in Andover for 20 years.
On Tuesday, Sept. 29 at 7 p.m., they will be at Memorial Hall Library running a workshop entitled "How to Manage Your Money Between Jobs." Their financial expertise will help them offer attendees advice on weathering the tough money times when someone loses a job. The workshop price will help to - it's free. The discussion, sponsored by the Friends of Memorial Hall Library, promises to be "relaxed and comfortable," said Helene Spoto, with no pressure to buy anything.
"Our firm does not sell any financial products of any kind," Helene Spoto said. "The information provided is purely educational and objective."
The Spotos are simply doing some community outreach during these tough money times, they said. They're sharing what they know best because they've seen first-hand how the downward spiraling stock market and job losses are affecting local families.
"There's just a real need for something like this," said John Spoto, who wants to offer some tips on how to deal with not having a paycheck until the next job comes along.
The Spotos plan to talk about the importance of an emergency fund, sticking to a budget and available tax deductions, along with other financial topics.
Attendees can look for the Spotos to focus on "what you have," John Spoto said, and to hear him pitch his line, "the sun will come out tomorrow," a favorite of his 89-year-old father.
"We keep it simple," he said of the 90-minute workshop.
"Be organized, don't get off track and don't make emotional decisions (about money) that will haunt you for the rest of your life," he added.
The workshop will be held on the library's second floor. For more information, check out mhl.org or contact Emily Classon at 978-623-8401, Ext. 49 or eclasson@mhl.org to register.
