“The greatest contributor to your financial wellbeing is integrating financial planning into all facets of your wealth.”
Susan Mallin, CFP, CIM
Growing your wealth. Protecting your wealth. Creating a wealth legacy.
When you obtain Financial Planning, you gain a meaningful difference in your life. By having a Certified Financial Planner at the helm of your finances, the integration between your needs, priorities, and goals becomes simplified, manageable, and achievable.
We love it when our clients succeed. We are committed to helping them attain this success by providing financial planning services for our valued clients. We offer our clients ongoing financial planning services with Certified Financial Planners at no additional cost.
Our financial plans focus on the 5 main pillars:
- Investment planning
- Insurance and Risk planning
- Retirement planning (pre-retirement and through retirement)
- Tax and Estate planning
- General financial management
Planning is an ongoing process. At times, one element of the plan may require more focus than others. Life is ever changing, and your financial plan needs to adapt with it. We accomplish this by monitoring the progress over time to continuously help you be on the right path towards your goals.
Existing Clients: Contact your Watt Carmichael advisor to get started.
Not a Watt Carmichael client? Contact us for more information or a complimentary consultation.
Financial planning sessions can be made simple, either in-person or by a virtual meeting.
Susan leads the financial planning service offering for clients of Watt Carmichael. With many years of experience in both investment management and financial planning she believes combining these two disciplines is the secret sauce to clients’ financial success.
Financial Planning is the gateway to achieving your desired financial milestones. It helps you recognize what you need to do in order to make what you want happen. In the unpredictable circumstances of life, Susan knows that a financial plan needs to be fluid; a dynamic design that keeps pace with the constant changes of life. Financial planning is not a one-time “road map” to a better financial situation, but rather a continuous advisory role based on an ongoing relationship with the client. The idea is to have a financial planner to consult with over time regarding the financial influences, great or small, that affect your needs or results.
Susan works with an exceptionally professional, experienced, and disciplined team of Portfolio Managers and advisors at Watt Carmichael. If you have not had the opportunity to work directly with a Portfolio Manager or investment advisor and a Financial Planner simultaneously, you do not know the value you are missing.
To learn more about our unique approach and what financial planning can do for you, please contact Susan at firstname.lastname@example.org.