Most of our clients are smart, capable women who have spent their lives serving others, but they are entering a new phase of life, making their financial future a top priority. They want to embrace this new phase of life but the fear and uncertainty about money is preventing them from moving forward.
Their lack of financial knowledge is undermining their sense of confidence, creating fear and uncertainty. Our mission is to create an environment where YOU are the priority, where YOUR voice is heard and TOGETHER, we will gently guide you to a place of FINANCIAL CONFIDENCE.
Their lack of financial knowledge is undermining their sense of confidence, creating fear and uncertainty. Our mission is to create an environment where YOU are the priority, where YOUR voice is heard and TOGETHER, we will gently guide you to a place of FINANCIAL CONFIDENCE.
Services
Most women come to a point in their lives when they feel the need to do some focused planning for their financial future and security. She hears all sorts of advice about retirement and are not sure how to best assure that she gets the best advice for her specific circumstances. And, in the process become more financially literate and aware.
The pandemic continues to insert change, upend plans, and vary the way we do business with others. School leadership is trying to adapt, and businesses continue to explore hybrid models to serve their customers. We have all found ways to obtain the items we need and get the things we want. Now it is time to expand how we do business and spend our money where our values are - integration.
Together, we will define your lifestyle, identify gaps, clarify risks, review assets and plan for the unexpected. This process creates a clear path that increases your confidence and sense of security for the future. Our goal is to create confidence and clarity by educating and asking you the difficult questions.
At Daly & Associates, we work as a team to provide new, innovative ways to help you make the best financial decisions. Our passion is helping you to find progress, which allows you to feel positive and pursue your goals. We help all potential clients regardless of their investible assets; our experience is utilized best with $500,000 or more.
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