Close, personal attention is the key to helping you achieve your goals. At McCullagh Financial Services, the financial planning process begins with a thorough financial review. By truly understanding your entire financial health, we can develop a comprehensive and confidential plan, setting a course for success.
- Step One: Financial status review
- Step Two: Goal definition
- Step Three: Identify barriers to success
- Step Four: Develop a written financial plan
- Step Five: Implement plan
- Step Six: Review the plan