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The DWM Financial Planning Process

In this video, Cassandra Smalley, Chris Jay, and Bob Doyle discuss the DWM Financial Planning process, and why it’s important to plan your investments around your long-term goals.

About The Author

McLean Baran is a Support Adviser at Doyle Wealth Management. He assists in client relationship management, financial model construction, and improving business operations. Prior to joining the firm, McLean attended the Wharton School of Business at the University of Pennsylvania, where he earned his BS in Economics, concentrating in marketing and operations/information management. He brings a broad variety of work experience with him, including a Miami law firm, a Tampa marketing firm, and a New York investment firm.

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