COMPREHENSIVE PLANNING

"HOPE is not a financial plan." 

~ Ric Edelman

If your finances are heavy on hope and light on plan, come talk with us.  We'll work together to identify short and long term improvements to your strategy.  

The Process

CONNECT

Collect

Analyze

implement

track

Our comprehensive personal financial planning process begins with an introductory consultation designed to best understand you - your goals, hopes, dreams, wants and needs.  We'll learn your values, define your goals and set priorities.

 

From there, we'll collect information from you to create a personalized financial plan - the Initial Plan - covering seven key areas of financial planning:

  • Cash Flow Planning

  • Investment Planning

  • Tax Planning

  • Education Planning

  • Insurance Planning

  • Retirement Planning

  • Estate Planning

Once the Initial Plan has been established, we'll continue to work together on a quarterly basis, implementing improvement strategies, and monitoring your progress. Twice yearly, we'll compare your progress against the initial plan and refine strategies as necessary.

Pricing

Upfront cost of $2,500 plus an annual retainer billed monthly in arrears at $200 to $500 per month, based on complexity.

Want to compare service offerings? Click here for a quick comparison chart.

 

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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

WellPlanned Finance PLLC (“WPF”) is a registered investment advisor offering advisory services in the State of Texas where registered/notice filed] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WPF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WPF, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.