Lifetime Lessons: A Guide to Lifestyle Financial Planning

First Edition Design Pub.
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Stew Flaherty is the Founder and President of Flaherty Consulting Group, an independent financial advisory based in Westerville Ohio.

 

During his 40+ years as a financial advisor, Flaherty has worked with hundreds of individuals and families as they strive towards a more secure financial future and ultimately, a rewarding retirement. His flourishing professional practice is founded on core principles that facilitate a sensible, sustainable approach to successfully managing money.

 

Early in his career, Stew recognized that most financial plans suffered from an inherent flaw. While they looked good on paper, the plans lacked a practical connection to their clients’ lifestyles. To overcome this defect, Flaherty pioneered lifestyle financial consulting, an innovative strategy that provides the critical integration. Clients are able to make sound, realistic financial decisions that align with what is most important in their lives. Importantly, these decisions are made within a secure and nurturing environment.

 

Flaherty has had the privilege of working with multiple generations of families. Parents in these families pass on meaningful financial lessons to their children, such as the principle that successful investing begins not with products but with developing a sound money management process.

 

Flaherty’s leadership and consensus building skills gained national attention when his voluntary struggle to organize, fund and develop a women’s bobsled team resulted in the first ever U.S. Olympic Gold Medal in Women’s Bobsledding at the 2002 Winter Games in Salt Lake City. Despite starting out in 1996 with no sleds, uniforms, coaches, practice facilities, money or support, Flaherty was able to overcome immense obstacles and help inspire a group of enthusiastic young female recruits to achieve their seemingly impossible Olympic Gold dream just six years later.

 

Flaherty achieved this improbable “rags to riches” victory by applying the same principles he uses to help his clients pursue their financial dreams: assess the situation, set goals, create a plan and commit to it.

 

A former mayor and Citizen of the Year award winner in Westerville, Ohio, Stew and Marcia, his wife of 31 years, have four grown children and five grandchildren. Stew is an avid beekeeper, international traveller, photographer and reluctantly retired hockey player.

 

Stewart Flaherty is a financial advisor located at The Flaherty Consulting Group, 577 Office Parkway Suite A, Westerville, OH 43082. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (614) 891-4844 or at stew@flahertycg.com. 

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About the author

A former mayor and Citizen of the Year award winner in Westerville, Ohio, Stew and Marcia, his wife of 31 years, have four grown children and five grandchildren. Stew is an avid beekeeper, international traveler, photographer and reluctantly retired hockey player.
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Additional Information

Publisher
First Edition Design Pub.
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Published on
Nov 19, 2015
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Pages
150
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ISBN
9781506900599
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Language
English
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Genres
Business & Economics / Finance / Wealth Management
Business & Economics / Personal Finance / Investing
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Content Protection
This content is DRM protected.
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Available on Android devices
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Eligible for Family Library

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Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business.

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