At Corrigan Financial, we believe the creation of a financial planning framework and adherence to an investment policy are the foundations of successful wealth management. We have strong beliefs that define our business, our client interactions, and our approach to service.
We believe:
- Everyone needs a financial plan.
- All financial decisions should be made within the context of a comprehensive planning framework.
- Everyone's financial planning framework should be updated at least annually.
- Diversification reduces risk and enhances return.
- Market timing strategies do not work.
- Accountability is a function of strict benchmarking.