Today on IHAQ, we welcomed back Topher Brennan. Topher is a financial planner for Tellaro Wealth Management.
We asked Topher why is financial planning important?
First, Topher says, it’s all about avoiding mistakes. In fact, the biggest impact he has on his clients’ lives are the mistakes that they don’t make.
Having a plan and planning with purpose is the model Topher and his team lives by at Tellaro. Once a financial plan is established, working towards that goal becomes a reality.
Topher also uses his expertise to help his clients feel comfortable and avoid further mistakes during uncertain times. His 2nd job title is an ’emotional manager.’
This helps his clients stick to the plan and avoid bad mistakes driven by emotion.
January 2, 2025
If you’re going through a brand refresh, or have never […]
December 20, 2024
It’s been an eventful year helping our partners bring their […]
November 26, 2024
As many of us plan to spend time with family […]
