Financial Planning for a Life Well Spent
Who we help: We serve women and the important people in their lives. Many of our clients are independent and responsible for their own financial success. They are often in the heart of their careers or approaching a time when they would like to pursue a more rewarding lifestyle in retirement. We view it as part of the work we do for our clients to also provide support to their parents, children, spouses or other loved ones so the entire family can thrive together.
What we do: Holistic financial planning and investment management that helps you find out if you are on track to meet your goals, keep more of your money and build your sense of financial security. Our expertise is optimizing your personal financial life which includes everything from developing tax-efficient saving and spending plans, planning for education, retirement and other goals, to protecting you and your family through cost-effective insurance, investment and estate planning.
What we don’t do: We don’t sell financial products of any kind or receive commissions or referral fees for any recommendations we make. We never take custody of your money; it is always held by a third-party custodian for your protection. As a fee-only fiduciary financial planning firm, we are never allowed to place our best interests ahead of yours. Review our track record at https://brokercheck.finra.org/.
Where we are: Our office is located in Mason, Ohio, a suburb of Cincinnati. We also offer virtual services to clients around the country.
Why we exist: To empower women with the financial knowledge and personal support they need to succeed and dispel their fears of running out of money. Our mission is to grow your sense of financial security, free you from unnecessary sacrifice and prepare you for a life well spent.
What’s next? Schedule a call at www.wellspentplanning.com or send us a message to learn more.
*Note - the price listed is the minimum monthly rate.