The Connemara Group

Fee-only Financial Planning

  • About
    • Team
      • Thomas B. Conway
      • David (Davey) Quinn
      • Joshua Barbin
      • Zachary Taylor
      • Nathan Portwood
      • Zhen (Dennis) Zhang
      • Amy Fike
      • Heather Keegan
    • Fiduciary Standard
    • FAQs
  • Mission
  • Services
    • MATRIX360® Financial Planning Services
    • MATRIX360® Investment Advisory Services
    • MATRIX360® Retirement Distribution and Estate Planning Services
    • MATRIX360® Federal Retirement Planning Services
    • MATRIX360® Professional and Executive Retirement Planning Services
    • MATRIX360® Association and Not-for-Profit Executive Retirement Planning Services
    • MATRIX360® Philanthropic & Charitable Planned Giving Services
  • Fees
  • Getting Organized
  • Contact
    • Contact Us Today
    • Disclosures
Connemara Group

Getting Organized

Getting Ready for MATRIX360® Financial Planning and Investment Advisory Services

To get started, clients first must get organized.

MATRIX360® financial planning services and MATRIX360® investment advisory services involve various steps and processes.

To learn more about the types of documents and information that must be gathered and provided for MATRIX360® financial planning services and MATRIX360® investment advisory services, please contact the firm at 301.321.3600 or via the Contact page on this website.

Once all relevant documents have been gathered in digital format, The Connemara Group assists clients in uploading all materials to the firm conveniently and securely via Citrix ShareFile®.

Client documents are highly protected using state-of-art Microsoft Azure systems and firewalls. The firm conducts many but not necessarily all MATRIX360® financial planning and investment advisory services using two-factor authentication access to Microsoft Azure virtual desktop systems and applications with additional required two-factor authentication access to many but not all other applications.

For household organizational and documents storage purposes, The Connemara Group makes available to its clients Everplans®, a highly useful application that can be set up for two-factor authentication access only.

  • Certified Financial Planner
  • Privacy Statement
  • Legal/ADVs
  • Disclosures
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© 2023 The Connemara Group · 301-321-3600

The Connemara Group · MATRIX360® Financial Planning and Investment Management
4800 Hampden Lane, Suite 200, Bethesda, MD 20814
1455 Pennsylvania Avenue NW, Suite 400, Washington, DC 20004
1750 Tysons Boulevard, Suite 1500, McLean, VA 22102
506 Diamondback Drive, Suite 438, Gaithersburg, MD 20878