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Our Values

Planning ones’ finances is a lifelong task. Our mission is to be a trusted steward for our clients as it pertains to their financial lives. The WealthPlan LLC serves as the captain of your financial vessel. Our duty is to help you navigate the financial waters to achieve your needs, wants, and wishes. As a fiduciary to our clients, we work hard to make financial concepts simple and relatable. We offer three flexible service options in order to help as many people as we can. 

Education

We are committed to client education as more knowledge helps investors and strengthens our relationship. After understanding your situation, it is our duty to explain different options for your consideration.

Organization

We help bring order to your financial life. We do this at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow.

Behavioral Investment Counselor

As your behavioral coach, we help you follow a rational and evidence-based investment process rather than an emotional one. 

Fiduciary

We serve as your fiduciary which means we have a fundamental duty to always provide investment advice in our clients' best interests. 

Technology-Focused

The financial world is changing rapidly. We strive to be on the cutting edge of financial technology to enhance the client experience.