facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Come in From the Noise

Financial Planning for Retirement

Learn About Us

Your Financial Life,
Simplified

When you are being bombarded by financial advice from all sides – the internet, friends, family – you probably feel confused and, maybe, a little overwhelmed. Who should you listen to? What options are right for you? How will you replace your paycheck?

Financial Guidance,
Personalized

For more than 10 years, Whelan Financial Planning has helped clients cut through the noise by providing customized financial advice. As an independent, fee-only financial advisory firm, your concerns will be met with an earnest ear and an open mind.




With every decision, the conversation will start and end
with you, your values, and your goals.

Discover Why We’re Different



Retirement
Planning

The Retirement Review is a thorough one-time project. We begin by reviewing your current financial situation as well as your future goals and needs. Then we put together a plan that addresses where you are financially and where you want to go. After this, you can decide if an ongoing advisory relationship with Maureen will provide you with the support you need.

Fees start at $2,500



Retirement & Investment Management

After a Retirement Review, you may feel like you will have a lot of details to manage. It’s natural to procrastinate or simply get busy living your life. Our ongoing Retirement and Investment Management Services helps you monitor your progress toward goals and ensure your investments are appropriate. In addition, we stay on top of the ever-changing tax laws so that you are positioned to take advantage of them. Finally, we take care of all the little details and paperwork so that you can focus on more important things.

Flat Annual Fee



Personal Income Tax Preparation

Have your personal income taxes prepared by an experienced professional who has a broad perspective of this important part of your finances. Income tax preparation is included with Maureen’s Retirement & Investment Management Services and as a separate service to select individuals.

$300 minimum


Maureen Whelan CFP® Photo

Maureen Whelan CFP®

Financial Advisor

800-775-8564

 

Maureen Whelan is the founder of Whelan Financial Planning. Her goal is to make the financial planning process reassuring rather than intimidating – so you can make informed, insightful decisions that will help you transition to retirement successfully.

Education, Training, Certifications and Affiliations

Maureen holds a Bachelor’s degree in Accounting and an MBA in Finance, both from New York University. Additionally, she completed the CFP® Certification Professional Education Program at the College for Financial Planning.

As a CERTIFIED FINANCIAL PLANNER™ professional, Maureen is committed to upholding the CFP® Board's principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Maureen belongs to the National Association of Personal Financial Advisers (NAPFA), the nation's leading organization dedicated to the advancement of fee-only comprehensive financial planning. NAPFA members are held to the highest standards for competency, client-focused financial planning and fee-only compensation.

Maureen is a Registered Investment Adviser in the State of New York. She adheres to a fiduciary standard of care, acting solely in your best interest when offering advice and solutions.

She is also a member of The Financial Planning Association, the largest membership organization for CFP® professionals in the United States.

Experience

For close to 20 years, Maureen worked with such Wall Street firms as JP Morgan, Bankers Trust Co. and Republic National Bank of NY. In 2000, she left the corporate world to work for an independent Registered Investment Adviser. There, she gained real-world experience in financial and investment planning, managing the relationship between risks and investment returns and other skills that would prove invaluable when she founded her own firm.

In 2006, Maureen founded Whelan Financial Planning. Since then she has helped hundreds of grateful clients manage their finances and retirement and sleep better, knowing that, financially, they were going to be “OK”.

Personal

A native of Elmhurst, Queens, Maureen attended high school and college in Manhattan. She lived in the Woodside/Sunnyside area of Queens until 2008. She then moved to Peekskill in Northern Westchester where she currently lives with her husband.

Though it took a while to adapt to suburban living, Maureen now loves living in Peekskill. Her office is just steps from the beautiful Hudson River and majestic views of the Hudson Highlands. She enjoys Peekskill's coffee shops, restaurants, farmers markets and the art scene. She is also the Treasurer of the Hudson Valley Gateway Chamber of Commerce and past Treasurer of the Peekskill Arts Alliance.



Interested in Working Together?

Let’s Talk


How We're Different

Whelan Financial Planning offers personal service.

When you have a question or need help, Maureen is there. No passwords, security questions or waiting on hold for the next available representative.

We are an independent, fee-only firm.

Our compensation comes directly from you, not the sale of a product. Maureen believes that this is fairest, most transparent and least conflicted way to provide advice to clients.

From the Blog

Loading Posts...


Read More

Let's Talk

Northern Westchester | Putnam County | Duchess County | Western Long Island

Contact Us Today

Use this contact form to schedule an Introductory phone call. We look forward to speaking with you.

Reach Out Today for an Introductory Call