FINANCIAL LIFE PLANNING SERVICES

Available service options for new clients are: (1) a Project-Based Financial Life Plan, or (2) a Financial Life Planning Membership


Timeline of Services:

1. A 15 minute introductory phone call to see if we're the right fit to work together.

2. A complementary 60 minute Explore Meeting in which we will get acquainted; learn about your needs, concerns, and aspirations; provide background info and describe the process; relate services to your issues; and begin to establish a working relationship.

3. A series of 3 to 4 meetings over the next 2 months in which we identify your true values, work to clarify your priorities, establish guidelines for developing a Financial Life Plan that aligns with your interests, and empower you with the financial education and planning tools needed to help implement your successful Plan.

Cost:

Option 1: A Project-Based Financial Life Plan

The typical fee for a Financial Life Plan is $3000. Clients are free to join the ongoing membership following the close of the project-based engagement, as the up-front planning fee is waived for 60 days. Alternatively, they may choose to return for another Project-Based Financial Life Plan at a later date once their circumstances have changed and they are in need of additional planning.

Option 2: A Financial Life Planning Membership

An up-front planning fee of $1000, and a minimum annual retainer of $2000 (paid via a minimum month-to-month fee of $166.67, cancelable at any time) for ongoing financial life planning. The annual retainer fee is determined by the complexity of your household finances.

As a member, you will have access to exclusive planning resources custom tailored to meet your needs, including:

  • Ongoing access to a CFP® with reviews conducted every 12 months or as major life events occur. As your priorities change, we make key changes to the plan in real time. Essentially, you tell me what matters most to you, and I work to hold you accountable to yourself. Think of it as a gym membership to keep your finances in shape, with no annual commitment!

  • A forward looking cash flow plan to give you a clear understanding of where each dollar is going and why.

  • Optional on-boarding with a low-cost investment platform with customized accounts for each mid-term and long-term savings goal.

  • Access to Socially Responsible Investing (SRI) and Environmental Social Governance (ESG) portfolios so that you may better align your investment strategy with your personal values.

  • Access to the WWP Planning Portal, allowing you to keep track of your entire financial picture in real time.

Why select the ongoing membership rather than pay a flat fee for an annual project-based plan?



WWP does not offer tax or legal advice. Instead, we have working relationships with 3rd party providers in the areas of estate, business, tax, & insurance planning that we recommend clients to for any needs outside the scope of our practice. We do not receive nor would we accept referral fees from any of our planning partners, and clients are free to use the providers of their own choosing.