Work With Me


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.




For all clients, I offer virtual collaboration, using available technologies to communicate and share relevant information. Together, we use video conferences, telephone calls, and email to collaborate.


For clients in Southern California, I offer in person meetings in addition to virtual collaboration. 

(c) Mullaney Financial & Tax 2019.