Directional Wealth Management Company Overview





From the desk of Jim McCarthy, CFP®, ChFC®

August 2018 Monthly Outlook - "Expanding the Horizon" 

      Before I jump into this month’s outlook I want to share some exciting news about our staff at Directional Wealth Management. 

      Christian has recently earned the Behavioral Financial Advisor™  designation. The BFA™ designation integrates the concepts of traditional finance, psychology and neuroscience with the goal helping clients improve their emotional competency and decision-making behaviors as it relates to their personal financial situation.  This is so important as we are seeing more market volatility, political turmoil, increasing interest rates, and higher personal financial stress in general.




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