Financial Planning

We develop your plan to show what’s required to reach your financial goals and periodically update it to account for unexpected life changes. After learning about your goals, we use Money Guide Pro software to develop specific action steps to help make sure you reach them.

Woodwell Asset Services

COMPREHENSIVE OR NEED-SPECIFIC PLANNING:

Because not everyone wants or needs a comprehensive plan, we also offer stand-alone focused plans addressing individual components of a traditional comprehensive plan, from wealth accumulation, to retirement income planning, college funding, insurance protection, charitable and legacy planning.

UPDATED TO KEEP PACE WITH LIFE CHANGES

The minute your plan is complete, a life change can make it obsolete. Our plans are monitored and updated to keep up. We also offer online access to your plan so you can run your own “what if” scenarios and see first-hand how decisions you face may affect your progress.

Woodwell investment clients are entitled to planning services at no extra cost ($250,000 minimum account size applies). However planning-only clients can engage us to prepare comprehensive or specific-focused plans for a flat fee (varies by planning scope).