We’ll help you build a strong financial plan that empowers you to live the life you’ve always envisioned.
We utilize holistic financial planning, which considers an individual's entire financial landscape, encompassing both immediate and future objectives. This holistic strategy can also encompass and frequently mitigate potential life-altering events such as unemployment, divorce, or loss of a loved one that might otherwise cause disruption.
Learn about who we are, what we offer, and how we get things done.
Understanding those who shape a crucial facet of your life, security, is significant. Learn about the team behind WMFP and the reasons you can rely on us to safeguard your interests.
When you work with WMFP, you get all of us. Preview some of the services we offer at our firm. As holistic planners, we can provide a variety of financial strategies that meet your unique situation.
With our guidance, we prompt you to consider the essential questions that allow us to craft a roadmap aligned with your objectives. Our aim is to bring clarity to your financial journey.
Education is power and we focus on empowering our community to learn about tools that can offer financial stability. Every month we host webinars that inform you on various financial topics. Our webinars are complementary because we believe that everyone should have access to information about their financial choices.
To move from financial chaos to clarity and confidence, begin by assessing your current financial situation and setting clear goals. Invest in financial education, seek professional advice if necessary, and regularly review and adjust your financial plan.
To overcome financial vulnerability, assess your current financial situation, create an emergency fund, develop a budget, manage, and reduce debts, save and invest, ensure proper insurance coverage, educate yourself about personal finance, and seek professional advice. This can feel like a lot but with the right team, it’ll feel like a relief.
When you partner with our team, you receive the dedicated focus required to create a thorough financial plan. Navigating today's complex financial landscape necessitates a collaborative effort. That's why our entire team is fully committed when working with each individual client to ensure we provide the best plan we can.
To discern accurate financial information from media, use multiple reputable sources, fact-check claims, apply critical thinking, be aware of biases, consult professionals and check with regulatory authorities.
Our advisors use account aggregation software to view all client accounts in one place. We oversee investment management, offer services like tax and estate planning, conduct regular reviews, and provide education and guidance. Our advisors serve as the primary point of contact for financial matters, ensuring client actions align with the financial plan.
To find trustworthy and ethical financial guidance for effective financial planning, consider the following sources:
Not everyone has all the answers, and that is okay. Our professionals learn from each other so they can provide the best guidance. Your success is our success, and we are dedicated to helping you thrive.
To move positively toward financial goals without excessive worry or significant sacrifices, follow a balanced approach. We can help with that by setting realistic, achievable goals that align with your values.
We’ve worked with many clients who unexpectedly had pressure placed on them to care for their parents. It’s a serious endeavor to take on and we make sure we work with your financial situation to ensure a proper plan is put into place.