As a financial advisor I focus on two “core” client types: pre-retiree/retiree & young working professionals ages 25-40. For the working professional our focus is wealth accumulation and debt management. I believe that it is particularly important to start financial planning at a young age. When you hear the term financial plan, do you automatically think “complicated”? A financial plan may seem daunting, but we are here to tell you that with a trusted financial professional in your corner, a plan can provide the confidence and clarity you need to tackle life’s unexpected events.
I will work with you to uncover any issues and concerns you may not realize are holding you back from financial comfort. During the consultation, we will discuss the topics and strategies below. I will walk you through the process of gathering information to build a road map that fits your financial needs.
Feehan Wealth Management is proud to offer a monthly subscription relationship, tailored to the planning and investment needs of young professionals. We understand that your goals and needs are unique to you. Our service model will not only implement your goals, but also address the above topics in detail. We will be in contact at least quarterly, typically two conference calls and two in office meetings. At the end of our initial consultation, discovery, and analysis, you can expect to have a professional financial plan delivered. The initial planning fee is 750 dollars, with an on going monthly fee of 150-300 dollars depending on individual complexity