Financial Planning entails understanding a client’s entire financial situation before making any recommendations. We’ll meet with you and learn about your savings, expenses, financial goals, risk tolerance, short and long term income requirements, and estate and charitable goals. Then we’ll develop a long-term financial plan that will set a course for pursuing your goals.
The financial plan addresses all key areas of your financial situation and serves as a roadmap to keep us on track in the pursuit of your goals.
We also need to consider that your personal, family, or financial situation can change dramatically from year to year. We find that for many new clients we meet, these changes are not reflected in either their plans or investments.
Avoid this trap: Make sure your wealth plan is in place today and actively monitored by an experienced professional.
An updated financial plan is put together to help individuals to understand how each financial decision affects the other areas of their wealth both today and in the future.
So what is the solution to help you avoid the equivalent of the Financial Emergency Room?
A reliable, predictable process! We believe without a financial planning process to rely upon, investors are left to make emotionally-charged decisions about their investments.
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Paul McNulty has the experience and knowledge to help clients with a wide range of financial concerns.
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