fee-only PERSONAL financial planning and investment advisory services  structured to fit a need or step in your life

WHO ARE YOU? ☟ 

ARE YOU LOOKING FOR A FIDUCIARY AND CONSIDERED BY others A GOOD & PLEASANT PERSON? If so, we may want to work for you

to match your needs or to LEARN more:

Click on your situation below ☟ 

You want answers and guidance on your finances in RETIREMENT with verification of decisions made or will be making. 

You’d like comfort, clarity and confidence that you are making the right decisions in an unfamiliar time or new position in your life.

You'd like a financial planner to walk alongside you in your financial decision making and continued unbiased guidance in the journey toward your goals or management of your personal finances and investments.

You want peace of mind and answers to your most immediate questions. You can implement on decisions yourself or need to do some planning before selecting another service that fits your needs.

You want guidance on how to better align your investments to meet your goals and purpose for them.

You want to simplify and make your portfolio organized and efficient.

Are we a good fit for you?

In order to continue to serve clients well, at this time, we are limited to taking on new clients that have been referred or recommended to us by another fee-only financial planner.  Though the case, you can be placed on our waiting list. Please feel open to schedule a call or send us an email with some information about your situation or objectives.

We are passionate about what we do, care deeply for our clients and thoroughly enjoy working with them. If you fit the mold and desire work with an advisor you can trust and respect, and who can be a guide or resource to you as you move through life then it's time to PlanWell. 

You should only work with an advisor who is an excellent fit for you. We would much rather have you work with an advisor who you feel is the best fit for you, even if it means that it is someone other than us. 

We have identified three criteria to help you determine whether or not we are the right fit for you.

1. You are a pleasant and good person.

2. Are willing to take action, and find value in planning. 

3. Want advice that is in your best interest that's not contingent on being sold products.  

PlanWell is different than most financial advisory practices out there. That’s because we do fee-only planning. We don’t push products, sell you insurance policies you don’t need, or require you to have a million dollars before we will help you.

Instead, we charge a flat fee or capped fee in exchange for objective advice. Pretty simple.

We personally value transparency, so we put our costs right out in the open.