Whelan Financial Plan

At Whelan Financial Planning, we understand that managing your finances can be overwhelming, especially when you're approaching retirement. With so much conflicting advice and information available, it's easy to feel lost and unsure of who to trust. That's why we're committed to providing personalized, fee-only financial planning services that put your needs and goals at the forefront.

Our founder, Maureen Whelan, is a CERTIFIED FINANCIAL PLANNER professional with over 10 years of experience helping clients navigate the complexities of financial planning. As an independent, fee-only financial advisory firm, we're dedicated to providing objective, unbiased advice that's tailored to your unique situation.

Our Services

We offer a range of financial planning services designed to help you achieve your retirement goals, including:

• Retirement Review: A comprehensive, one-time project that reviews your current financial situation and provides a personalized plan to help you achieve your goals.
• Retirement & Investment Management: Ongoing, flat-fee services that help you monitor your progress, manage your investments, and stay on top of changing tax laws.
• Personal Income Tax Preparation: Expert tax preparation services to ensure you're taking advantage of all available deductions and credits.

Our Approach

At Whelan Financial Planning, we believe that financial planning should be reassuring, not intimidating. That's why we take the time to get to know you, your values, and your goals. We'll work with you to create a customized plan that addresses your unique needs and helps you achieve financial peace of mind.

Our Commitment

As a fiduciary, Maureen Whelan is committed to acting solely in your best interest when offering advice and solutions. We adhere to the highest standards for competency, client-focused financial planning, and fee-only compensation.

Meet Maureen Whelan

Maureen Whelan, CFP, is the founder of Whelan Financial Planning. With a background in accounting and finance, Maureen has a deep understanding of the complexities of financial planning. She's also a member of the National Association of Personal Financial Advisers (NAPFA) and The Financial Planning Association, and holds a Bachelor's degree in Accounting and an MBA in Finance from New York University.