Without them you’ll have no idea if you ever succeeded. Goal setting is an important initial step of the financial planning process. We will review any goals you may have and incorporate them into your plan. Goals can change, and we can help when they do!
We will work together to complete a personal cash flow analysis and statement of net worth. We can review your budget or help you put one together. These items will become the baseline for you and help identify any areas of focus.
How much can you handle? Do you have adequate insurance coverage for your home, auto, business, health, disability, long-term care? Insurance can not only cover you for unexpected events, but can also provide income or be considered an asset.
Do you need to fund your retirement with your investments but the volatility of the stock market is unnerving? We will work with you to make sure you take only the amount of risk in your portfolio that you can handle so that we can maximize the potential of your assets.
If you own a business, selling your business or looking to start a new one, your financial plan will include additional elements such as succession planning, ownership transfer, business insurance, taxation, tax exchanges, and employee benefits. We can review your organization to ensure you are set up for success.
We know what we’re good at Mullooly Wealth Planning: creating highly customized financial plans for our clients. We don’t have a template that can be applied to every client, because every plan is as unique as our clients.
As a part of your comprehensive financial strategy, we will collaborate with your current professional network, including your tax professionals and attorney(s). Should you need other professional support, we will work with you to evaluate new professionals or refer any known professionals to you.
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