At McCormack Financial Planning, we understand that asking someone to help shape your financial future is not a simple or easy decision.  Trust must be developed and nurtured;  our dedication to providing each client with a transparent, customized approach to their financial needs begins the process.

 Our insistence on “one-on-one” quarterly meetings provides an opportunity for us to develop a personal connection with you and to learn more about your needs, circumstances, goals and dreams. Understanding you on a deeper level allows us to be both proactive and accommodating to customization as your needs, circumstances or goals change.

 We strive to become our clients’ most trusted advisor and are proud of the lasting relationships we have developed with our clients.  In fact, we are now serving, in some cases, the third generation of client families.  Creating these lasting relationships speaks to the bond of trust that we value and develop with each client.