Our primary purpose is to provide our clients with an independent analysis of their financial situation and to deliver value by designing a plan of action so they will become more proactive on their way to financial freedom.
Our practice philosophy is based upon the idea that people want our help in organizing their financial affairs – to put order where there may be disorder. We believe this is the starting point in the planning process. We begin with a thorough review of where a person has been, where they are today, and how decisions and realities might impact where they want to go.
We help you to recognize your financial strengths and weaknesses and we tailor a plan that will accentuate the former and minimize the latter. Once we have a foundation of information, we will suggest strategies so that you can mitigate potential risk, start with a plan to save, and get prepared with a financial plan.
InterAction works with individuals on a fee only basis. We do not earn commissions from product sales or for referrals to product or service providers. We are not aligned with a particular product or firm. The bottom line is we work for you – the individual.
InterAction is a division of Macadoo Asset Management, a Washington, DC limited liability corporation. Macadoo Asset Management, LLC is a Registered Investment Advisor in the State of Maryland, the District of Columbia, and Virginia.
InterAction was founded by its Managing Planner, Tim McDonough, CFP®. For more information on InterAction, download our forms ADV Part II and Schedule F.
What clients can expect when dealing with InterAction:
- Objectivity: InterAction is independent, so you can be sure we will not steer you toward a product that we get paid to sell.
- Control: InterAction provides services on a fee-only billing basis, so you pay as you go. Your satisfaction dictates the depth and term of our engagement.
- Confidence: InterAction advice is provided by a CFP® professional, so you are served by a professional who has satisfied education, exam, and experience requirements.
- Collaboration: InterAction works in concert with your other advisors in the areas of tax, legal, insurance, and investments to help you create a seamless, integrated financial plan.