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A Financial Plan and Partner That's Future-Focused: Marie's Story Thumbnail

A Financial Plan and Partner That's Future-Focused: Marie's Story

"I'm a mom to three daughters, and even though they're older, it's still a lot to manage! I've also had a nearly 20-year career in the pharmaceutical and biotech industry.

I currently work as a Senior Medical Director for a pharmaceuticals company, leading research teams and overseeing a $100 million research budget. 

With such a full plate between family and work, I knew I needed expert financial guidance to be more strategic in how I was saving for retirement and making my money and complex compensation package benefits work harder for me.

I grew up poor, with an immigrant mindset that 'cash is king.' My parents didn't pass down knowledge about investing or compounding, so when I started out in my career the idea of having my money earn money for me was new.

I had worked with two previous financial advisors but found them to be much less strategic and forward-looking compared to the team at Weiss, Hale & Zahansky. My past advisors felt more transactional, while

my advisor and the team at WHZ take a comprehensive, holistic approach to my entire financial picture - not just the portion they directly manage.

Even for accounts they don't hold, they get actively involved in how I manage those assets to ensure my full portfolio aligns strategically.

The collaboration with my advisor and the whole team at WHZ has been extremely positive. They take a proactive approach, constantly following up and letting me know when it might be time to make some adjustments to my plan or portfolio, rather than me having to initiate updates. That hands-on service has been invaluable given my busy life. I don't have time to be the point person on this - knowing it's being handled strategically takes a weight off my shoulders.

WHZ has impacted how I think about my finances in a big way. I now have such a clear, confident picture of my long-term trajectory all the way into retirement. We've mapped out which accounts and money sources I'll be utilizing at different life stages. This overarching plan gives me tremendous peace of mind about the future that I lacked previously.

The team has also guided me on balancing my own retirement investments with saving for my children's education.

Having already put two of my children through college, we've discussed different strategies for affording tuition for my youngest when it’s her turn in a couple of years. Without them, I would have pushed through that final tuition bill blindly rather than being strategic.

I'm working hard to instill better financial mindsets in my own children from a young age - the value of compounding interest, prioritizing retirement accounts, and making your money work for you. Having a partner like WHZ to guide us all toward those goals has been invaluable. Their team-based, collaborative approach takes so much stress off of my shoulders and truly sets them apart from my past financial advisors."

"Dave" signature

This statement was provided 3/7/2024 by Marie Sanchirico who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

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