The Wela Client Experience

We stand apart from other firms and perhaps your current financial advisor through a unique synergy of

Exceptional Client Service

A Dedicated Financial Team: built to serve and support you every step of the way
Prompt and Thoughtful Responses: we listen and care to your needs with precision and timeliness
A Warm, Welcoming Atmosphere: experience the comfort of a family like environment
Proactive Communication: keeping you informed, updated, educated, and engaged

Competitive Pricing

Intentionally Lower Fees: set below industry averages
No Hidden Costs: never pay a commission or trade costs
Outstanding Value: Maximum value at an affordable price
Clear and Transparent: know exactly what you're paying and when you're paying it

Financial Planning Process

Your Path to Financial Freedom: a personalized plan providing financial clarity and confidence
Customized Roadmap: a 360°, tailor-built plan to reach your financial goals step by step
Continuous Support: to navigate your unique and always changing financial life, we are here with you.
Tangible Results: identify your strengths, weaknesses, and opportunities to see real, measurable progress

Client Centered Innovation

Modern Technology, Timeless Service: a balanced blend of new technologies and personalized service
Engaging and Interactive: we utilize technology to engage and connect with you, not avoid you.
Client Centered Investment Philosophy: simple strategies focused on your long-term success
Dedicated to Your Needs: we are held to the fiduciary standard and do what is in your best interest

Our Process

A quick look at our straightforward process for getting to know Wela , and becoming a valued client.

Let's Talk

Digital Form
1-3 Minutes

Answer a few simple questions from our Let's Talk Form
We will reach out in one business day or less to set up a preliminary chat

Let's Talk

Preliminary Chat

On Zoom
20 - 30 minutes

Answer your initial questions
Understand and confirm your top reasons for seeking guidance
Explain our straightforward process
Discuss next steps if we both feel there may be value working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

Know your financial goals, pain points, financial behaviors, and what success looks like for you
Collect all financial and emotional data needed to build your personalized financial plan
Review our service offerings, pricing, and next steps

Plan Presentation

In Person or Zoom
45-60 Minutes

Present your tailor-built financial plan and our recommendations
Review your financial strengths, weaknesses, and opportunities
Offer our proposal for how we can best partner together
Take your time and decide if you want to partner and work with us

You're a Wela Client

1-30 days

Sign necessary client and/or transfer forms
Provide the resources you need for a successful partnership
Feel welcomed, informed, educated, and excited
Have confidence in what to expect going forward

Ongoing Client Service

Take a look at our ongoing client service and commitments

90 Day Review

We ensure our relationship, services, and expectations are perfectly aligned; and you have all the support and resources you need from us.

Six Month Check Ins

Every six months, we touch base to ensure you have everything you need and confirm our partnership is working as intended

Annual Reviews

Each year, we conduct an in-depth review of your financial plan and investments, making updates and adjustments as needed to keep you on track.

Unlimited Support

When life happens, we're here for you. It may just be a quick email or a phone call, or you may need a more in depth Zoom or In Person Meeting. Whatever it is, we're here to support you.

Education

We empower our clients with knowledge through:
- Weekly Blog Posts
- Monthly Financial Planning Newsletters
- Quarterly Investment Updates
- Annual State of the Company Addresses

Engagement

Our client engagement includes:
- Ladies Valentine Lunch
- Spring Cleaning Shred Event
- Summer Investment Luncheon
- Annual Client Appreciation Night
- Client Feedback Survey

We do our best work for a select group of people

Through decades of service, we've found that there are unique & impactful decisions to be made at certain points of life:

Pre Retirees/Retirees

• Pre-Retiree: our most common new client, typically retiring within 5 years, aged 50-70. Recent retirees is our second most common client.

•Retirees: second most common new client, typically just retired or living in retirement.

• Main Focus: how to best transition and live in retirement while enjoying the extra time and money and protect wealth

• Goals: Secure a financial legacy, be financially confident, have realistic retirement expectations, be retirement ready, spend wealth wisely and efficently.

See Success Story

Working Professionals

• Age: typically between 30-50 years old, covers a broad category of industries

• Career Stage: Experiencing exciting career and income growth in the accumulation phase of retirement planning

• Main Focus: build wealth, secure a stable financial future, retire with dignity and peace of mind.

• Goals: stay committed and vigilant to their financial and retirement plan. Create a clear path to stay focused.

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See Success Story

Widows/Widowers

• A new life situation has brought a new financial situation

• Main Focus: seek financial guidance and ongoing support while navigating through a difficult time

•Goals: establish financial footing, understand how to move forward financially with a clear path.

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See Success Story

Financial planning & investment management

for working professionals

for pre-retirees

for retirees

for widows/widowers

The Wela Client Experience

Exceptional Client Service

Competitive Pricing

Financial Planning Process

Client Centered Innovation

Our Process

Let's Talk

Preliminary Chat

Discovery Meeting

Plan Presentation

You're a Wela Client

Ongoing Client Service

90 Day Review

Six Month Check Ins

Annual Reviews

Unlimited Support

Education

Engagement

We do our best work for a select group of people

Wela at a Glance

Client Retention Rate ¹

Assets under management ²

Experienced Team Members

Certified Financial Planners

Client Satisfaction³

years in business, serving clients

Meet the Team

Not ready to talk yet?

Financial planning & investment management

for working professionals

for pre-retirees

for retirees

for widows/widowers

The Wela Client Experience

Exceptional Client Service

Competitive Pricing

Financial Planning Process

Client Centered Innovation

Our Process

Let's Talk

Preliminary Chat

Discovery Meeting

Plan Presentation

You're a Wela Client

Ongoing Client Service

90 Day Review

Six Month Check Ins

Annual Reviews

Unlimited Support

Education

Engagement

We do our best work for a select group of people

Wela at a Glance

Client Retention Rate 1

Assets under management 2

Experienced Team Members

Certified Financial Planners

Client Satisfaction 3

years in business, serving clients

Meet the Team

Not ready to talk yet?

Client Retention Rate ¹

Assets under management ²

Client Satisfaction³