We fundamentally believe that a custom-tailored financial plan is the foundation for everything else we can do for you. Financial Planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects some or all of the other areas of your finances, and in turn, your life. By viewing each financial decision as part of a comprehensive picture, you will truly understand the short and long-term effects they will have on your personal life.
Because everyone's situation is unique, we do not use the "one size fits all" approach. Rather, we follow a proven step by step process to help our clients identify their goals and objectives. We then work with them to design and implement a financial plan to achieve them.
The chart to the left provides an overview of the six step financial planning process used by Condon Wealth Management, LLC.
Our goal is to make sure every financial planning client we work with knows exactly where they stand in all areas of their financial lives. Financial planning will provide you comfort, confidence and control your personal financial affairs.