Month: June 2022

Why Psychology is Important in Financial Planning

We believe understanding our clients as individuals is a priority. Creating a plan unique to an individual’s personal financial needs and goals is vital. Check out this article “Why Psychology is Important in Financial Planning” to see how our own Michael Leverty weighs in.

"What we see is oftentimes two financial plans could look very similar on paper, but yet every situation is unique, and really digging into the decisions behind the plan, versus just the math on it, is key to success." - Mike Leverty