Let's Make A Plan, Part 2

Let’s Make a Plan, Part 2 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 Kirk Reed and his guest 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. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, 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/