Life’s path is far from linear, and one’s goals are ever changing.
My coaching and planning toolbox enables me to collaborate with educators and their families in creating an individualized plan that provides flexibility and insight to making sound financial decisions.
As a teacher myself, I work with employees of the school system to cultivate good money habits, optimize savings, invest with appropriate risk levels, and spend wisely on life’s big financial decisions.
We will discuss things like your home, family and career while also looking at your pension, retirement, insurance, taxes, generational wealth and even more.
Mr. Whelan Financial does -
Education - Coaching - Planning
and believes in the fiduciary standard where all advice is in the clients best interest.