Connemara Group

Fee-only Financial Planning

  • About
    • Our Story
    • Team
      • Thomas B. Conway
      • Scarlett (Yuanyuan) Che
      • Zhen (Dennis) Zhang
      • Daria Zalewska
    • Why Fee-Only Financial Planner?
    • Fiduciary Standard
    • FAQs
  • Services
    • Fee-Only Financial Planning (Initial Broad-Based Situational Reviews)
    • Follow-Up Planning (Periodic Reviews)
    • Purposeful Spending (Cash Flow Planning)
    • Hourly Planning & Investment Advice
    • Professional Organization & Bill Payment
    • Retirement Income & Estate Planning
    • Federal Retirement Planning (FERS/CSRS)
  • Get Started
  • Fees
  • Contact
Connemara Group

Professional Organization & Bill Payment

Being organized is being in control

Many busy career-oriented households could use help with setting up systems for organizing financial accounts and documents. Being well organized helps those you love when at some point, death or disability may require outsourcing important tasks.

Connemara, in conjunction with Melissa Tosetti, Founder of TheSavvyLife.com, assists independent, do-it-yourself clients with:

  • Reducing clutter and costs
  • Consolidating and simplifying accounts
  • Organizing and tracking monthly expenses
  • Developing purposeful spending and saving habits
  • Organizing, filing and storing financial accounts and documents
  • Home office systems design consultation

When the time comes, Connemara is able to assist with:

  • Investment management
  • Bill payment
  • Downsizing, including asset sales and disposition
  • At-home care coordination

Working with Connemara, Washingtonians are able to get things done efficiently while retaining control of their finances.  When control needs to be delegated, Connemara is in position to guide and assist.

Ask us about how professional organizing can help you reach your financial goals. For more information call us at 301-321-3600 or use our contact form.

Why Connemara Group?

Stop wondering about cost and start planning.

Most financial companies don’t provide the one piece of information you want most – the cost. Connemara Group is different; our fee calculator is part of our process of making things clear so you can act.

Our fee calculator is an easy and concise tool that allows you to navigate through some different career levels in order for you to get an estimated range of what your fees and plan would be when finding a financial solution with Connemara Group.

Fee Calculator

  • Our Story
  • Certified Financial Planner
  • Privacy Statement
  • Legal
  • Client Stories
  • Home

© 2021 Connemara Group · 301-321-3600

Connemara Group · Fee-Only Financial Planning
One Central Plaza, Suite 712, 11300 Rockville Pike, Rockville, MD 20852
1455 Pennsylvania Avenue NW, Suite 400, Washington, DC 20004
1750 Tysons Boulevard, Suite 1500, McLean, VA 22102

Effective Jan. 1, 2016 Connemara Fee Only Planning, LLC and Connemara Family Office Management, LLC are part of Connemara Group, LLC.