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Money Management


Everyone needs help managing their money, but most of us are unsure about what questions to ask or what guidance to seek.

So, let’s start with a simple question. What is the difference between ‘money management’ and ‘financial planning’?

Financial planning happens when you sit down with a qualified professional, get a complete assessment of your current financials and map out your financial future. It’s a snapshot of where you are and where you want to be. 

Money management is the constant process of building, adjusting and repositioning your financial portfolio to stay on track with those personal goals and to achieve success with your financial plan.

Another way to break it down is to think about financial planning as the ‘big picture’ and one that addresses the long term. Money management is the ‘day to day’ effort of balancing what you spend and what you invest in order to make sure that you stay on track with your financial plan.

At O’Neill Financial Planning, we know you’re busy. We also know it’s not possible for you to be an expert at all things. That’s why we want to help with your Financial Planning and Money Management. It’s our job to steer you towards the right path and help you cross your financial finish line. We can answer ALL of your questions, especially the complicated ones. So please give us a call and let’s get started today!