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A financial plan provides a disciplined, directed approach to investing toward your goals. Knowing where you are now, where you would like to be, and how you might get there can help to bring financial confidence.
Whether you are seeking a retirement income projection, how you might potentially pay for your child’s college education, wish to address matters relating to your estate, or are interested in a complete view of your finances in relation to your goals, WealthOne can provide you with the roadmap to guide you to success.
Working together with your financial advisor, information is gathered about your life, finances, wishes, and goals. Utilizing this information, the advisor employs a number of tools to custom-tailor a financial plan which addresses specific areas of your financial life.
Clients interested in financial planning services sign an agreement with their financial advisor. This agreement discusses the scope of the plan and the associated fee for performing the service. Fees are determined by the advisor based upon the complexity of the plan and other factors unique to your circumstances.