About Sean Mullaney
Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, and advice-only financial planning.
Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur's Retirement Account.
Sean has discussed personal finance and tax on numerous podcasts, including ChooseFI, The Stacking Benjamins Show, How to Money, and BiggerPockets Money. He has been quoted in media outlets including The Wall Street Journal, The New York Times, and MarketWatch.
Sean entered financial planning as a career changer. In his previous career he worked for Deloitte & Touche and PwC, including over 6 years in PwC's Washington National Tax Services practice. Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of Measure Twice Planners and the American Institute of Certified Public Accountants. For more on Sean’s professional background, please visit his LinkedIn profile here.
Sean and his wife Catherine live in Woodland Hills, California. Outside of professional pursuits, he enjoys spending time with his wife, travel, the comedy of Larry David and Jerry Seinfeld, and New York Jets football.
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Work With Me
Commitment
Advice should be relevant and understandable. I commit to working with you in an approachable, comfortable manner. My goal is that you leave our discussions with understood recommendations, not with confusion and questions.
Collaboration
Mullaney Financial & Tax provides a detailed financial plan and education. Financial planning focuses on six core areas of clients' financial lives: tax planning, retirement planning, investment allocation, estate planning, insurance/risk management, and major purchase/cash flow needs.
The goals are to provide clients with understandable, actionable recommendations and education to empower them in their financial lives going forward.
The planning process involves understanding the clients' circumstances, planning goals, and planning challenges. The planning process typically involves three meetings.
First Meeting Approximately 60 minutes. Clients get oriented in the financial planning process, express needs and desires, and ask questions. Sean gets to know the financial situation of the client and may offer some initial recommendations. Sean uses the first meeting to help formulate a detailed financial plan.
Second Meeting Approximately 120 minutes. The detailed plan is discussed and revised during the second meeting.
Third Meeting Approximately 60 minutes. Outstanding questions are answered as the plan moves towards final form.
On occasion more meetings may be needed.
Clients ask questions and learn more about their financial lives during these meetings. Meetings are focused on providing education and recommendations that help empower clients in their own financial lives.
Clients receive the detailed plan in writing and any related spreadsheet calculations.
