Mike:

“Our society does not provide much formal financial education.  Instead we are bombarded with offers to “get rich quick” and many go it alone, risky strategies.  Managing your finances doesn’t have to be overwhelming or scary.   I begin the process by asking the right questions, listening for the answers, and discovering the financial desires of my clients.”  Mike Whaley, CFP 

My Mission: Mike Whaley, CFP
My business exists to create better neighbors and stronger families by reducing the financial uncertainty in people’s lives.  I help to guide my clients in making the most powerful financial decisions of their lives.  To co-create with them a plan that will have more money coming in and less money going out.  Everything I do is designed to increase the financial security of my clients.

My Vision:

Many of the problems that we witness in our society, and our families, is a result of the financial stress we are under.  By reducing, and in some cases eliminating, that stress, I believe I can play a part in fostering stronger, more loving families.  This will then spill over into a more loving, involved community; one that we can feel proud to pass on to the next generation.

How my approach is different…

It’s not magic.  It’s about asking the right questions.  You cannot help someone create a financial roadmap unless you know their desired destination.  Sometimes this destination is the desire to use their money.  Sometimes it is to pass it on to family or charity.  Many times it is a combination of all of these.  Discovering your desires for your assets is the only place to begin in creating your plan.

Who can benefit from what I do?

• If you are concerned about your financial future you will benefit from meeting with me.
• If you are unsure of the next financial step, or the first financial step, you should take, you will enjoy meeting with me.
• If you have a plan, but would like a second opinion, this is something I provide as a complimentary service.

What’s Next?

If this unique and empowering approach to managing your assets sounds appealing, let’s get together for a one hour complimentary consultation.  I believe you will find it the most powerful financial meeting you have had.  I look forward to meeting with you and helping you create your financial future.  I can be reached at 443-283-3482 or at mwhaley@planmembersec.com. 

Mike’s clients

Whaley Financial Services™

Financial Planning for Your Life

7061 Deepage Drive, Suite 101B
Columbia, MD  21045

(443) 283-3482 (local) • (443) 283-3914 (fax)
(866) 464-7404 (toll-free)