Financial Planning

Are you ready to take control of your financial future? If so, we’re ready to help. No matter how long or short-term your financial goals are, we’re here to help you attain them. Not sure of how to identify your objectives? We’ll help you find what’s important and then help you plan to achieve it.

Our financial planning services include:

  • Identifying attainable long and short-term goals based on your individual needs
  • Examining information and factors such as:
    • Income and estate tax liability
    • Cash flow and net worth
    • Risk management 
    • Eventual retirement
  • Providing you with sound advice by:
    • Outlining alternative strategies
    • Mitigating uncovered problems
    • Reviewing recommendations and projections
    • Guiding you through the decision making process.

You can find more information on our client communication process here. (LINK TO OUR APPROACH).

While we are here to provide financial planning knowledge and expertise, you are in complete control of your plan. Whether you’re in need of a comprehensive strategy or an issue-specific plan to help you reach a goal, WRFA is here to plan, implement, and monitor on your behalf.