Catherine Flaherty

Catherine Flaherty I offer independent services to businesses on Main Street, the owners of those businesses, and individuals in need of financial planning.

I have a passion for helping clients live the life they deserve.

"Everyone defines financial freedom in terms of their own goals. For most people, it means having the financial cushion ...
08/02/2022

"Everyone defines financial freedom in terms of their own goals. For most people, it means having the financial cushion (savings, investments, and cash) to afford a certain lifestyle—plus a nest egg for retirement or the freedom to pursue any career without the need to earn a certain salary."

If you put your money to work, save and invest wisely, and most importantly, seek advice and guidance from a professional, your journey to financial freedom may not be that long.

Reach out to me to begin the process and start achieving your goals!

Without credit or if you have poor credit, it will be very difficult to get a loan, a credit card, and even and apartmen...
08/01/2022

Without credit or if you have poor credit, it will be very difficult to get a loan, a credit card, and even and apartment.

Credit building tools, if handled responsibly, could put you in a much better position when it comes to your credit score and being able to achieve your financial goals.

If you have any questions or need help getting started, send me a message!

Diversification: the process of allocating money in a way that reduces the exposure to any one particular asset or risk....
07/12/2022

Diversification: the process of allocating money in a way that reduces the exposure to any one particular asset or risk. In other words, don't put all your eggs in one basket!

Allocating your money to different assets, or spreading out your wealth is one of the best ways to reduce the risk you are taking on. Building up your financial security by diversifying your portfolio will allow you to be more stable in the event of unplanned circumstances.

Reach out to me and let's get started!

Adjusting your spending habits based on needs and wants is important so you are not struggling to survive each month. Al...
07/11/2022

Adjusting your spending habits based on needs and wants is important so you are not struggling to survive each month. Allocating your money and sticking to your plan will ensure that you are not falling behind.

Knowing how much money is coming in and out of your pockets each month will allow you to understand where you are succeeding, and where you are falling behind. Understanding your true financial position is vital to financial freedom and security and can help achieve financial goals with less stress each month.

It costs you nothing to ask for advice, but it could cost you a great deal when you don't.Understanding how money works ...
07/06/2022

It costs you nothing to ask for advice, but it could cost you a great deal when you don't.

Understanding how money works and how you should use it is a vital step in any personal financial plan. Don't fall behind in your finances because you didn't take the time to learn.

Reach out to me and lets get on track!

It's crazy that protecting your car is mandatory, but protecting your spouse and children is optional.Life insurance cle...
06/30/2022

It's crazy that protecting your car is mandatory, but protecting your spouse and children is optional.

Life insurance clears the financial path for loved ones to carry on after you die. Don't think of life insurance as something that is taking away from your wealth because it can add to it AND protect your family.

Protect your family, get insured, and build a secure financial future! Send me a message and let's get started! [email protected]

Make sure you and your assets are protected against inflation and are able to manage the volatility that may come along ...
06/16/2022

Make sure you and your assets are protected against inflation and are able to manage the volatility that may come along with it. Don't wait!

Now more than ever, it is time to take action with your money. Inflation has hit 8.6% year over year, the highest it has...
06/14/2022

Now more than ever, it is time to take action with your money.

Inflation has hit 8.6% year over year, the highest it has been since 1981, interest rates are rising, and the stock market is going crazy.
Not to mention, cryptocurrency has lost $2 trillion since last November.

Over the last 12-months, grocery prices have increased nearly 12% and gas prices have increase over 100%.

Are you taking the steps to make sure you are protected from all this financial uncertainty?

Don't let your business be another negative statistic!30% of small businesses fail within the first year and 70% don't m...
06/08/2022

Don't let your business be another negative statistic!

30% of small businesses fail within the first year and 70% don't make it to 10 years. Poor financial planning, the inability to produce capital, and a faulty support system are just a few of the reasons a business may decline.

If you need help fixing or preventing these things in your business, be proactive and send me a message! I'm happy to help! [email protected]

Regardless of your current situation, there are always financial basics that you should be following to ensure your stab...
06/07/2022

Regardless of your current situation, there are always financial basics that you should be following to ensure your stability.

Don't take the small stuff for granted. It could be the difference between struggle and success.

Getting life insurance through your employer is a great benefit, but it may not be enough to protect your family. If it ...
05/31/2022

Getting life insurance through your employer is a great benefit, but it may not be enough to protect your family.

If it isn’t enough to cover you mortgage, childcare, medical expenses and ongoing bills, you probably need an individual policy. When you purchase life insurance you are minimizing the risk that your family will be left in poverty if you die and can no longer provide for them.

If you are thinking about getting yourself more life insurance, or want to start the process of getting your first policy, reach out to me and lets get started!

What are your financial goals?Looking to the future and deciding how you are going to reach your financial goals can be ...
05/25/2022

What are your financial goals?

Looking to the future and deciding how you are going to reach your financial goals can be daunting and stressful. Starting small and breaking down what you would like to achieve in increments could be a solid first step in tackling this task.

Reach out to me and let's get started with identifying your goals!

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99 Conifer Hill Drive
Danvers, MA
01923

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