Achieve The Balance You’ve Been Striving For
Your life is always in motion. We’re here to make sure
your finances are in step!
Talk to one of our planners about how we can help you get on that right path.
There’s a lot on the line, and we’re here to guide you along the way.
Are You Ready to
Work with Us?
Let’s time your first steps
towards a financial plan
Are you ready to start planning your future financial journey and taking steps forward? Are you open to hiring an expert guide to help you along the way?
This Is an Ongoing Journey
Using your plan as a guide, we’ll be by your side as we work towards your goals
Improve
organization
Clarify your goals
and values
Create and revise
your plan
Receive check-ins
and on-call advice
Review and modify
your investments
About Our “Triage” Meeting
What to expect in our introductory call
We’d love to get to know you better and see if we can add value. As we learn more about each other, we’re
going to talk about where you are in life and how you feel about your trajectory. We’ll discuss issues you’re
facing, whether or not we might be a good fit to help, and possible best next steps. Sometimes we’re part of
the potential solution and other times we’re not. Either way, taking the first step is huge!
Our Transparent
Pricing Model
Know exactly what fees to expect with us
We use a flat-fee model in order to maximize transparency with our clients. No hidden fees, kickbacks, or commissions.
- Start the process with a one-time setup fee of $750 to $3,000 depending on circumstances
- Determine your monthly fee using the calculator to the right
- Receive generous discounts as a physician in training
Generous discounts available for in-training medical professionals
Schedule Your “Triage”
Introductory Call
Spend your free time enjoying every moment,
not worrying about your finances
Have more questions?
We want you to feel confident before you start the process
Why should I hire help?
Do you already have a formal, written financial plan in place that you are confidently following? If the answer to any part of that question is “no,” then you would benefit from working with a financial planner.How much does an introductory meeting cost?
We do not charge anything for our introductory meetings.Why are our fees structured the way they are?
We use a flat, monthly fee structure so that you know exactly what you’re paying. This model allows us to provide you with unbiased recommendations from a financial perspective, since we receive no commissions or a percentage of your assets. We are only ever directly paid by the families we serve, and we put our pricing right on the website, so you know what you’ll pay ahead of time.Who will you be working with?
You will have a dedicated lead advisor, associate advisor, and support team. We focus on creating a team-based culture at WFP so we can leverage one another's strengths and provide the best service possible. So, you may meet several team members along your journey!What separates us from other advisors?
We embody our firm values and practice what we preach. We don’t sell products or earn commissions and there’s never any hidden fees. We also specialize in financial planning for those in the medical field.Education library
The information and insights you need to feel confident about your finances
Home
Ownership
Career
Transitions
Financial
Independence
Student Loan
Strategies
Tax Strategies
Working With
Advisors