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Our '6 Step' Financial Planning Process
At O'Leary Financial Planning, we follow a '6 Step' process designed to provide you with clarity, direction, and peace of mind when it comes to your finances.
Our process helps you create, implement, and maintain a personalised
financial plan that aligns with your lifestyle and financial goals.
Schedule a 15-min Introductory Chat
(either phone or Zoom)
Book a casual / non-judgemental) phone or video call with one of our Financial
Discuss your current financial concerns or questions
Learn more about our services, how we can help you and potential next steps
Introductory Meeting
Detailed discuss about your situation, goals, and objectives
Determine if we can assist you
Explain our services, fees and mutually agree to proceed
Discovery Meeting
Prioritise your goals and objectives
Gather detailed financial information
Discuss your risk profile and strategy options
Agree on strategy direction and develop your financial plan
Meet again to reconfirm your goals, objectives, and risk profile
Meet again to reconfirm your goals, objectives, and risk profile
Provide a detailed overview of your personalised advice
Explain the advice in 'Plain English' and disclose all fees
Strategy Implementation
Make any necessary adjustments and clarify any details
Complete and sign required paperwork
Implement and follow up on outstanding requirements to completion
Provide confirmation of implemented policies and investments
Ongoing Service and Review
Update any changes to your circumstances or objectives
Review existing strategies and provide advice for necessary changes
Uncover additional strategies and monitor progress to objectives
What to Expect
At O'Leary Financial Planning, we believe in setting clear expectations and
building strong, lasting relationships with our clients.
Our approach is engrained in care, clarity, and collaboration.
When you choose to work with us, here's what you can expect:
We care
At OLFP, you're not just a client; you're a partner. We're as committed to your financial success as you are, providing personalised guidance every step of the way.
We're approachable
We're passionate about money and finance and bring a fresh, engaging approach that makes managing your money both enlightening and enjoyable.
We communicate clearly
We believe in transparency. We'll explain our strategies, the reasoning behind them, and keep you informed every step of the way.
We focus on solutions
Advice isn't just theoretical. We ensure strategies that work in your day-to-day life, helping you achieve both immediate goals and long-term dreams.
We help great people
Our clients are individuals and families who want to make smarter financial decisions and secure their future. They are everyday people just like you.
We collaborate
We work seamlessly with your other financial professionals - be it your Accountant, Solicitor, or Mortgage Advisor - ensuring a coordinated approach that always puts your best interests first.
Here's what sets us apart
Your Financial Well-Being
our Unwavering Commitment. We put your financial well-being at the heart of everything we do. Our team is dedicated to understanding your unique needs, challenges, and aspirations, and crafting personalised strategies to help you achieve your goals.
Comprehensive Solutions
for Every Stage of Life. Whether you're starting a family, building a business, or preparing for retirement, our comprehensive planning services are designed to support you through every chapter of your financial journey.
Navigating the Financial Maze
together. Life's financial landscape can be complex, but with O'Leary Financial Planning by your side, you'll have the guidance and support you need to make informed decisions and navigate the twists and turns
with confidence.
Transforming Challenges
into Opportunities
we specialise in helping RELAND’s professionals, entrepreneurs, and families transform their financial challenges into opportunities for growth, security, and success. Our personalised approach ensures that your plan is tailored to your specific needs.
Empowering You to
Take Control
we believe in empowering our clients to take control of their financial lives. Through education, guidance, and support, we help you develop the knowledge and confidence you need to make sound financial decisions.
Expertise You Can Trust
our team of experienced financial planners brings a wealth of knowledge and expertise to every client relationship. We stay up-to-date with the latest industry trends and strategies to ensure that you receive the best
possible advice.
Personalised Advice
& Service
Every Step of the Way. We believe that every client deserves personalised attention and support. From our initial consultation to ongoing plan reviews, we're here to answer your questions, address your concerns, and celebrate
your successes.
Proudly Serving Clients Across Ireland
we're passionate about serving our local community. However, our commitment extends well beyond Galway's borders. With innovative technology and modern advice methodology, we support clients across Ireland. Whether in Dublin, Cork, Limerick, or anywhere in between, we're your trusted financial partner, helping you navigate your journey with clarity and confidence.
Unique Value Proposition
we are ideal for financially conscious individuals and businesses who need reliable, personalised financial advice to manage their wealth and secure their future. Our advice offer is a comprehensive solution that provides expert advice and tailored support that helps you achieve financial independence.
Ready to experience the difference of personalised, comprehensive financial planning?
Contact O'Leary Financial Planning today to schedule your complimentary consultation and take the first step
towards your best financial life.Here's what sets us apart:
download
The Financial Freedom Roadmap
Learn the 9 simple steps for taking control of your financial situation, maximising every cent of your hard-earned income and getting yourself ahead financially.
These are our key steps to putting you on a clear path to better financial results with proven strategies to make every Euro count
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