I want to

travel the world

Personalized Fee-Only Financial Planning

At WellPlanned Finance, we believe each woman's journey to financial well-being is unique.  That's why our approach to financial planning is focused on what matters to you. Whether it's traveling the world, launching a business, funding family growth milestones, or building the biggest nest egg possible, we're here to identify your path to success.  

As fee-only financial planners, we have a fiduciary responsibility to act solely in your best interest. What does this mean?  It means we can't and don't accept any fees or commissions from product sales or third parties.

That sounds amazing

Our typical client the owner or aspiring owner of a small to medium-sized business.  She is an entrepreneur, innovator, hustler, and change maker in the wealth-accumulation phase of her life.  Some common challenges our clients need help addressing include:

  • Cashflow management to meet current and mid-term needs

  • Understanding the financial drivers underlying your business to financially scale and grow

  • Selecting and implementing self-directed retirement savings plans

  • Alignment of investment portfolio asset allocation to long-term goals and wealth accumulation

  • Identifying and optimizing tax savings opportunities

  • Insurance protection for your family and your business

What We Do

Our planning services fall into four categories. Click below to learn more.

CONTACT US

We would love to hear from you! Please complete the form below, and we'll get in touch as quickly as we can.

 
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WellPlanned Finance PLLC

1801 E 51st St, Ste 365-297

Austin, TX  78723

(512) 582-3423

© 2019 by WellPlanned Finance PLLC