Work With Me

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Commitment

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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. 

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The goals are to provide clients with understandable, actionable recommendations and education to empower them in their financial lives going forward.

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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.

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Third Meeting Approximately 60 minutes. Outstanding questions are answered as the plan moves towards final form.

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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. 

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Clients receive the detailed plan in writing and any related spreadsheet calculations.

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