Financial Planning Through Life's Stages
Financial planning looks different for everyone and with a CFP® professional, you can trust that your plan is built around you.
CFP professionals work with people from all walks of life from business owners, public servants, medical practitioners and sports professionals to families with specialised financial needs. Whatever your goals, your CFP professional understands that your situation is unique, whether you’re managing a busy career, planning for retirement or supporting a family member with special needs.
With their expertise and trusted guidance, you can make clear, grounded decisions through life’s key moments from buying a home and funding education to navigating change and preparing for the future. Your life changes. Your plan should too.
Emer Kirk
Emer Kirk was appointed CEO in August 2021. Emer has over 20 years’ experience in the financial services industry, including in-depth experience of financial planning. As well as being a CFP® professional, Emer is an Associate of the Irish Tax Institute (Chartered Tax Adviser) and has a degree in actuarial mathematics and accounting. Emer is a past Chair of LIA Dublin Region, a Founder and past Chair of the Connect Women in Pensions Network, and a past Chair of Young IBA.
Emer Kirk
Emer Kirk was appointed CEO in August 2021. She has over 20 years’ experience in financial services, specialising in financial planning. A CFP® professional and Chartered Tax Adviser (Irish Tax Institute), she holds a degree in actuarial mathematics and accounting. Emer is a former Chair of LIA Dublin Region, Founder and past Chair of Connect Women in Pensions Network, and past Chair of Young IBA.
Penny O'Hara
As Programme Manager, Penny is responsible for supporting community of CFP professionals and the Chief Executive.
Financial Planning Is For Everyone
You don’t need to be wealthy to benefit from financial planning. It’s often the foundation for building financial security.
Whether you are starting your career, supporting a family, or planning for the future, a clear financial plan helps you make confident, informed decisions.
Life is busy, and planning may not always feel urgent, but taking the first step now brings lasting peace of mind about the future.
Start Your Financial Planning Journey
A strong financial plan reflects your goals and values. Speaking with a CFP professional helps turn your vision into a clear, achievable plan.
With over 1,000 CFP professionals in Ireland, you can easily find someone who understands your needs and offers expert guidance.
They can help with budgeting, retirement, investments, tax, estate planning, insurance and more to support confident financial decisions throughout life.
Independent Financial Planning
Some individuals choose to manage their own finances.
However, professional financial planners offer an objective perspective that can identify opportunities or risks that may otherwise be overlooked.
Periodic consultation with a CFP professional can strengthen an existing plan and enhance financial outcomes.
Adapting the Plan over Time
Financial plans should evolve as life changes.
CFP professionals provide ongoing review and guidance to ensure strategies remain effective and aligned with current goals.
This structured approach keeps financial planning relevant, measurable, and sustainable over time.