Our Process


The Mulhall Financial Design strategy is a step-by-step process divided into four distinct stages. Brian will help you:

1. Assess your current financial situation and set goals, both personal and professional
2. Develop strategies and a plan
3. Implement your plan
4. Review the plan with you annually to stay the course and address issues that have changed

For a no-obligation review of your financial goals, please contact my office for an appointment.