FAQ
Frequently Asked Questions
A handful of questions tend to come up when someone is deciding whether Halligan Financial Partners is the right place for their planning. Here is what we think about them.
Yes, we are always welcoming new clients who are ready to be proactive to take meaningful steps toward their future.
During our first one to two sessions, our focus is entirely on understanding your current financial picture, your concerns, and what you want to achieve. From there we help you design a customized strategy that directly aligns with your goals and comfort level.
We keep you informed through structured quarterly reviews and direct access to our online portal, where you can monitor your progress in real time. We also maintain proactive communication during significant market events, ensuring you always know how broader economic shifts affect your plan.
We tailor our strategy meetings to what fits your schedule best. These can take place in person at our office, virtually over Zoom, or by phone.
The next 10 to 40+ years our tax rates will change. Government programs will change. Our health will change. Our life circumstances will change. Our employment may change. We will continuously stay educated and attend to guide you through these and anticipate what will be around the next corner.