If you have found this webpage, there is a good chance that you have questions about your money and about your financial future.  And, if you are like a lot of the people that I talk to, your feelings are probably somewhere on the spectrum between "unsure of what to do" and "totally overwhelmed and frozen with the fear of making a mistake".    Not only are you unsure about what to do, but you also don't know who to trust. 

If that describes you, then welcome to what I hope is a little oasis of financial sanity.  

My name is Megan Donnelly, and I provide independent financial planning and investment advice to individuals and small businesses.  My approach to providing financial advice is based on a few simple principles:

  1. Financial advice should be accessible and affordable to as many people as possible.
  2. How that advice is put together and delivered should be based on what is best for you, the client.
  3. It's your money.  You earned it and you should always control it.  My job is simply to help you keep it and grow it so that it serves your needs. 
  4. To ensure that my focus is on you, the only money that I earn is from you, the client, in the form of the fees that you pay me for my advice.  I do not earn commissions or fees of any kind from anyone else.  Nor do I sell any products.  I recommend products and companies that I believe will help you achieve your financial goals.  

If you've had questions about money and are uncertain about what you should be doing, I invite you to explore this website to learn more about the services I offer and about resources that are available to you.