Day: August 15, 2023

In the financial world there is so much to know. As CFP® Professionals we have dedicated ourselves to obtaining knowledge of investments, taxes, estate planning, insurance, and the like. At Whelan Financial, we strive to gain a deep understanding of each client to create a custom financial plan that will guide them in making sound financial decisions. It’s important to note the time and attention each client is given; we are not just a transactional business but a relational one.  The service we offer goes beyond the technical knowledge that is required of us and reaches into the feelings, thoughts, and fears that our clients have. We remember that we help people reach their financial goals.  This human element makes our job so much more exciting, so much more meaningful. We know that when the market is up, investors are often very happy – why wouldn’t they be? Conversely, when the market is down, investors are often concerned about their outlook.   We understand that fluctuations in the stock market can cause uncertainty and stress, and we make considerable efforts to proactively reduce this stress in a caring, yet practical way. Here are a few of our methods. Teaching You How