Spillane Financial Planning, Inc.
Spillane Financial Planning is an independent firm that works primarily with Generation X professionals, executives, entrepreneurs and business owners. We also work with clients who are nearing retirement or who are already retired.
You can choose to engage Spillane Financial Planning for strategy sessions (one-time engagement), on an hourly rate basis (short-term engagements) or for comprehensive planning (ongoing guidance and support). We also offer investment consulting (you manage your own investment accounts) and investment management services (we manage the investment accounts for you).
We all lead busy lives and it's not always convenient to meet in person. Or you may live in a different state but want to work with us. That's why we offer you the freedom and flexibility to work with us virtually. This includes video conferencing, secure online access to your financial plan, and a real-time view of your finances.