Cynthia Flannigan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MainStreet Financial Planning in Burlingame, 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.
There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...Read More >