I am a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience. As a Certified Financial Planner™ professional I maintain a fiduciary commitment to my clients. I work with families to manage cash flow and build wealth for their future goals. I also work with retirees on distribution strategies, so they can enjoy retirement life.
In my free time I spend time with my wife and our dog Daisy. We enjoy traveling, boating, and Navy football games. Jess and I got married in 2016 in Tulum, Mexico and now live in Annapolis, MD.
My Services:
- Financial Planning and Investment Management: If you are approaching or in retirement, planning for your children’s education, or have cash flow planning needs we can develop a plan to reach a specific income or asset goal. Fees are flexible depending on the amount of assets being managed and scope of planning services.
- Fee-Only Financial Planning: Customizable for client needs. We can address specific financial planning services or provide comprehensive financial planning. Fees are flexible and can be paid monthly.
My Process:
- Introduction Phone Call– We will get an idea of what you are looking for and get to know you. We can explain our services and determine if we would be a fit to work together.
- Information Gathering Meeting – Learn more of the specifics of your financial situation. Show you some samples of our planning deliverables. During this meeting we will discuss the scope our planning and if we are a fit to work together.
- Plan Development – We will go over our initial plan and recommendations. Review our service cadence and customize our communication plan.
- Implement and Review – Put the plan to work with any necessary action items and meet during our pre-planned schedule throughout the year to continue to deliver and review our plan.
Contact me to set up an introduction phone call at matthew.okeefe@tfgrouppwm.com
Clients’ EMoney login: https://wealth.emaplan.com/eqh/okeefe