Financial planning
The foundation of any money management program is a solid financial plan. Colgan Capital will examine every aspect of your finances and establish a custom plan to help you achieve your personal goals. Your plan will analyze your net worth, asset allocation, retirement and/or education funding, insurance protection, and estate planning.
Using our extensive expertise, we will:
- Help you develop a financial plan that can be adapted as your life changes
- Allow you to see the consequences under various scenarios – and visualize eventualities
- Help spouses and partners align their goals and expectations
- Set and reset realistic expectations
- Help you understand what you can comfortably spend
- Inform you of financial opportunities (e.g., when to refinance your home)
- Help you control your emotions so you can make logical decisions
- Motivate you to make difficult decisions
- Assist you in overcoming procrastination
- Help you enjoy “mini-retirements” throughout your life
- Help you make other informed financial decisions, such as whether to buy or lease a car
Financial consulting for the bereaved
 In addition to traditional financial planning Colgan Capital also provides specialized consulting for those who have recently lost a loved one.
After the death of his beloved wife Joanne at age 28, Mark Colgan decided to use his own personal experiences with loss, and his in-depth knowledge of personal financial management to help others cope with the loss of a loved one, and avoid the critical financial mistakes, the scams and the grief-driven decision-making that occurs when one is most vulnerable and left unprepared.
Since 1999, working with widows and widowers at every age has become an integral part of our services. We offer the full-range of specialized financial consulting as well as a practical guidebook to help survivors get through the often painful financial transition that follows death. Mark's unique ability to reflect on his personal experience brings insight and compassion to your loved ones as only someone who has experienced tremendous loss and grief can do. |
