Expand your financial knowledge with Neary Financial Planning, a Wisconsin based fiduciary financial advisor providing personalized financial advice for all life’s moments.
It’s hard to believe that approximately one year ago, I launched Neary Financial Planning. The launch still feels surreal, as the idea of launching a business from the ground up was frankly daunting. Truth be told, it led to more than a few sleepless nights. The past year has been a journey,
How a review of employer benefits uncovered a potential source of financial relief for a client facing advanced cancer The case: A few years ago, I met with a client diagnosed with advanced cancer. For privacy purposes, I will refer to her as Jane. Jane was in her 60s and
As a financial advisor, one of the most rewarding parts of my job is to hear about my clients’ financial goals, then come up with a game plan to help make those goals happen. I consider these conversations a privilege. Personal finance is highly personal, and not everyone gets to have these
It’s hard to believe that approximately one year ago, I launched Neary Financial Planning. The launch still feels surreal, as the idea of launching a business from the ground up was frankly daunting. Truth be told, it led to more than a few sleepless nights. The past year has been a journey,
How a review of employer benefits uncovered a potential source of financial relief for a client facing advanced cancer The case: A few years ago, I met with a client diagnosed with advanced cancer. For privacy purposes, I will refer to her as Jane. Jane was in her 60s and
As a financial advisor, one of the most rewarding parts of my job is to hear about my clients’ financial goals, then come up with a game plan to help make those goals happen. I consider these conversations a privilege. Personal finance is highly personal, and not everyone gets to have these