ONGOING FINANCIAL GUIDANCE

Good for you if yoU: 

  • Understand financial planning is important and want continued guidance or help planning well

  • Would like to gain clarity, get organized and be smart & efficient with your finances and keep them that way through an ongoing planning relationship 

  • Want someone you can trust to help you or handle your financial decisions or lighten the pressure or discomfort around this stuff

  • Yearn for continual structure or accountability

  • Are a pleasant person and would like a cordial advisor to help you make wise financial decisions continually through life and it’s ever changing events

KEY BENEFIT OF THE GUIDANCE: 

  • CONTINUAL PEACE-OF-MIND

Fee:

  • ANNUAL contract PAID MONTHLY or quarterly

  • RANGING FROM $100 - $400 / MONTH    OR    $300 - $1,200 / QTR.  

  • FEE REDUCED WHEN INVESTMENT MANAGEMENT SERVICE IS COMBINED WITH THIS SERVICE.  

  • FIRST YEAR OF THE PLANNING RELATIONSHIP WILL HAVE AN INITIAL PLANNING AND DEVELOPMENT FEE OF $500-$1000 WHICH MAY BE WAVED OR REDUCED IF COMING FROM ANOTHER PLANWELL SERVICE.  

  • WITH PLANWELL GUIDANCE YOU'LL GET ONGOING FIDUCIARY ADVICE

NEXT STEP: 

  • CLICK CONTACT AND SCHEDULE FREE INTRO MTG OR PHONE CALL

ARE WE A GOOD FIT FOR YOU?

Get on board when you are ready and if you are a good fit. We take this role in your financial life very seriously.

We are passionate about what we do, care deeply for our clients and thoroughly enjoy working with them and creating a long-term planning relationship.  If you fit the mold and desire work with an advisor you can truly trust and respect, and who can be a constant guide and 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. Are a pleasant and good person.

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

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