Cynthia Flannigan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MainStreet Financial Planning in Los Gatos, CA and the surrounding communities.
My journey to becoming a financial planner really began as I was working at an investment management company. I really enjoyed working with my clients and getting to be a part of their lives.
Inevitably, people die and I’ve always felt like it was an important part of my job to help the surviving spouse with what comes next. The division of trusts can feel overwhelming--especially when you’re in the middle of grieving. Preparing for these changes and getting the documents in order was the key.
That actually wasn’t the case when my mom unexpectedly died. It was a lot of work getting everything in together and sorted out, and it was very clear that some of the issues we discovered wasn’t all about money, so I was determined that not only would my siblings and I be prepared for when my dad dies and know what to do with the stuff, but also my dad and I worked together to have a plan in place, so he can enjoy his retirement and still take care of his kids when he dies. We all wouldn’t have so much worry and stress in our lives because we know what to do. We have a plan.
That’s what I want for my clients and their family. To bring my skills and experience in to create a plan to help guide them through any of life’s challenges, be it a child’s education, retirement or taking care of their own parents. They don’t have to fear making that next transition and they have to do it alone. I’m here to help.
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...
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The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
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Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
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You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
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A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
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In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
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In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
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