Financial Planning Live! Part 1
What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers?
This week, join Alyssa McNamara Reed and her guest Bridget for a real-time walk-through of a financial planning session.
This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financial planner and look at real data.
Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
To schedule a visit with the team at McNamara Financial, be sure to visit:
https://mcnamarafinancial.com/contact
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/