Financial planning & investment management

for working professionals

for pre-retirees/retirees

widows/widowers

We provide honest financial advice, build financial plans you understand,
respect your money, monitor your progress, and keep in touch;
for an affordable price.
We serve clients with courtesy, candor, and care.

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:

Working Professionals

• You are experiencing career and income growth, and want to set yourself up for success

• You are a high income earner, building wealth is important, and probably between 25-50 years old.

• You want to achieve greater financial freedom amidst your career and life hustle

See Success Story

Pre Retirees/Retirees

• You are the the doorstep of retiring (5 years or less) or living in retirement

• You are ready to enter your golden years with a sense of financial freedom and confidence

• You want to secure a financial legacy, while freely enjoying extra time and money

See Success Story

Widows/Widowers

• A new life situation has caused a new financial situation, and you need support from a team

• You want and need help navigating through a difficult time

• We can help provide you with the financial support, guidance, and resources you need

See Success Story

Our Process

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

Let's Talk

Digital Form
1-3 Minutes

Answer a few simple questions from our Let's Talk Form
One of our CFP's ® will reach out to you within one business day or less to set up a preliminary chat

Let's Talk

Preliminary Chat

On Zoom
20 - 30 minutes

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

Discovery Meeting

In Person or Zoom
45-60 Minutes

Understand your top financial and emotional reasons for seeking help
Collect all needed data to build your personalized financial plan
Know your financial goals, pain points, and what success looks like for you
Review our next steps, services, and pricing

Plan Presentation

In Person or Zoom
45-60 Minutes

Present your tailor-built, goal driven financial plan
Show you our recommendations based on your specific situation
Offer our proposal for how we can partner together to improve your financial landscape
Take your time deciding if we should partner together OR if you will self-implement

You're a Wela Client

1-30 days
Serving clients locally and nationwide

Sign necessary client, compliance, and transfer forms
Provide you with all resources you need for a confident and successful partnership
Feel welcomed, informed, and educated
Know what it means to be a Wela Client and what to expect going forward