It can help to think of Financial Planning as “Financial Life Planning”, in that it is the process of planning for the financial aspects of the needs and consequences of the major events in our life— working, saving, buying a home, marriage, having children, paying for you children’s education, saving for retirement, earning an income when retired, and passing one’s wealth on to family upon death. Good planning will also consider unexpected events such as illness, job loss or an untimely death.

We will meet with you either in person or over the phone whenever you need us to. We meet formally at least once per year when we provide you a comprehensive report that shows your portfolio’s performance and analysis.

When you come in for your consultation, we’ll ask you to bring your latest financial statements (banking, investments, employer provided retirement plans, etc.) and a current tax return. We’ll review this information and discuss income sources, retirement plan contributions and balances, financial and real estate assets, insurance coverage, mortgages, other debts, and estate planning documents. Prior to our appointment, we will ask that you complete a Financial Planning Information form that provides us with basic information about you, and summarizes your current financial situation.

Wealth & Finance Professionals unfortunately, do not accept refunds. We do, however, allow 1 (one) reschedule within 30-days of when the original appointment date to exchange services under the original fee.

Wealth & Finance Professionals adheres to a strict information Privacy Policy.