Financial Planning Live! Part 1

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/