Financial Wellness
Jeffrey Corcoran Glenn, CFP® and Farther are focused on making high-quality financial guidance easier to access. We offer financial wellness support, coaching, and project-based planning built around real needs.
Our personalized approach
After a decade of practicing holistic wealth management at a leading national institution, Jeff brings meaningful experience and a practical, level-headed approach to helping you move forward with clarity. If you’re uncertain about your next financial step — or simply want a skilled perspective — we’re ready to talk. Our first conversation is straightforward: we learn about your situation, answer your questions, and offer at least one actionable recommendation you can put to work right away. If partnering together makes sense, we’ll follow up with a tailored proposal. The goal is simple: give you direction, confidence, and a plan that supports the future you’re building. Ready to take the next step? Let’s start with a conversation.
Contact us
Locations served
Nationwide
A new way to deliver financial advice
Estate Planning
Wills, trusts, directives, guardianship, and inheritance tax considerations.
Income Planning
Smart income sequencing, Social Security guidance, annuity reviews, pensions, RMDs.
Tax Planning
Roth conversions, charitable giving, DAFs, quarterly estimates, tax-efficient income.
Avoiding Probate
Helping families avoid probate surprises and keep estate transfers simple.
Support that meets you where you are
Flexible billing so you get the guidance you need — no more, no less.
- Newly retired and wanting clarity
- Nearing retirement and seeking direction
- Getting your financial life organized
- Planning after marriage or a new child
- Preparing for long-term security
Common client questions
Here are some of the questions we hear most often. For concerns unique to your situation, reach out to us and we'll talk through them.
- Will I have enough to support the retirement lifestyle I want?
- Are my investments working the way they should?
- If something happened to me, would my family know what to do next?
- Am I paying more in taxes than I should be?
- How do I turn my savings into steady, lasting income?
- How could future Social Security changes impact me?
The security of your assets is our top priority
- Investments insured by SIPC up to $500K for each account
- Your data is encrypted when stored and on the move
- Your money is backed by trusted custodians including Pershing, Apex, Schwab, and Fidelity
Ready to talk?
Fill out this commitment-free form to begin. We look forward to getting to know you.