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 is 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
Why work with an advisor?
Our planning services fall into four categories. Click below to learn more.
We admit it - we're geeky for all things personal finance, and our comprehensive financial plans cover a lot of ground. This covers everything, and then some.
Need advice on just one or two specific areas of personal finance? We breakdown our advice into easily digestible segments and a checklist for implementation.
FINANCIAL MODELING & ANALYSIS
Numbers not your forte? Whether you're an entrepreneur testing the feasibility of your business idea or a seasoned business owner looking to expand, our financial modeling service can aid at any stage.
Whether you're just getting started investing your hard earned dollars or need to fine-tune your strategy to meet your goals, our investment management service can help.