Two Service Models

Two Service Models

Holistic Financial Planning

Our holistic approach integrates all the elements of your financial world into a unified picture. We work with you to design a strategic plan – a navigational strategy – to help you move forward toward your goals and achieve the things that are important to you.

One of the key differentiators of Mallery Financial is our ability to represent your entire financial world in one coherent picture. Our state-of-the-art financial planning software combines comprehensive planning capabilities with universal account aggregation to provide the most comprehensive picture of your financial world available. As a holistic planning client, you will have access to your own personal financial website, where you can access account information, planning documents, and legal documents in one location, with secure, single sign-on access from any internet connection.

Focused-Issue Services

Not everyone wants a comprehensive relationship. Maybe you just need help with your investments, or want an independent review of your insurance program, or maybe help with advice on a specific issue you are grappling with. We offer advisory, consulting, and implementation services on an a la carte basis if that better matches your wants and needs.

Why come to a holistic financial planning firm for a single service like a 401(k) rollover or an insurance need? Because our independence means we have a full toolbox and can provide you a wide range of options. And because we operate under an advisory business model, we are geared toward a service relationship and impartiality in recommendations, not selling products. Our ongoing service relationships with our holistic clients means we have the systems in place to provide you professional monitoring, reporting, and service.

Two Models, One Guiding Principle

Regardless of the size of account or scope of engagement, we are committed to serving our clients for long-term success.

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