Peace of Mind Starts with a Plan

Whelan Financial | Peace of Mind
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Creating a Financial Strategy to Meet Your Needs

There are no two financial plans alike. Variables such as your age, your income, your savings, your household earnings, and your pension are among many factors that differentiate your financial plan from another. All kinds of scenarios can come together to provide a perfectly healthy retirement, as long as they are well planned. For example, some save and invest all their money in the stock market, while others focus on real estate—both strategies can supplement retirement income nicely, albeit in different ways. Working with a Certified Financial Planner™ professional will ensure that your financial plan is designed around your desired future.

Planning That Goes Beyond the Basics

Having enough money to retire is only one aspect of good financial planning. There are other critical planning points to be analyzed, like how your estate planning and tax planning strategies can impact your entire financial picture. How about life insurance? Do you need it? If so, do you have enough? Are disability or long-term care insurance appropriate for you? The list goes on.

Guidance Going Forward…

This is precisely why a customized financial plan is so integral to your life—and not just a plan where at one time you determine that you have enough money for the next 30 to 50 years, but a precise plan that you monitor carefully with your Certified Financial Planner™ practitioner to make sure you are staying on track and in line with your goals. Variables change over time, so your plan may need to be adjusted, which is why careful monitoring is of utmost importance.

A plan like this also represents the foundation by which you can measure the impact of other major financial decisions. It is not uncommon for our clients to wonder whether they can realistically afford a vacation home, consider a kitchen renovation, or gift large sums of money to loved ones. Whatever your desires, we can measure the financial impact so that you can make the best decision for yourself and your family.

…Plus Peace of Mind

The comfort that we offer our clients lies in the enhanced ability to know where they are in the context of their personal financial variables. This knowledge leads to informed decisions and increased opportunities—the more they know, the better they can plan, and the greater the positive outcomes.

When our clients come to Whelan Financial, we first show them how their plan will all come together, then monitor the plan carefully and review progress during our quarterly client meetings. In between meetings, ongoing communications are tailored to our clients’ specific goals. This level of customization is directly related to levels of comfort—we invest in personalized strategies and experiences to provide true peace of mind for our clients.

Connect with an advisor today by scheduling a consultation.

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