22 Critical Questions you must answer before retiring

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Financial planning & investment management

for working professionals
for pre-retirees/retirees

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're experiencing great career and income growth, and want to set yourself up for success.
• You're a high income earner, and building wealth is important, and probably between 25-50 years old.
• You want to achieve greater financial freedom amidst your career and life hustle
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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
• Secure a financial legacy, while freely enjoying extra time and money
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• A new life situation has caused a new financial situation, and you need help.
• You want and help navigating through a difficult life situation.
• We can help provide you with the financial support, guidance, and resources.
View 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
  • Upon completion, you can schedule your preliminary chat with one of our CFP's®
  • We will reach out to you within one business day to set up a preliminary chat if you didn't self schedule

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

Ongoing Service

Take a look at what happens after becoming a Wela client
90 day review

Confirm our relationship, services, accounts, and expectations are aligned.

Six Month Check-In

Wellness check that our relationship is working as intended.

Annual Review

Make sure your financial plan and investment accounts are working in synergy.

As Needed

calls, emails, in person, or Zoom meetings. We're always here for you.

The Wela Way

There's financial planning, and then there's the Wela Way:
  • Registered investment advisor

  • Held to fiduciary standards

  • Work for the sole benefit of our clients

Investment Philosophy
  • We have firm convictions

  • We are disciplined and keep a long-term perspective

  • Fundamental investing, not market timing

  • Our fees are lower than industry averages

  • No commissions

  • No trade costs

  • Keep you informed & updated

  • Speak in clear & simple terms

  • Prompt & thoughtful responses to your needs

Technology & People
  • Modern Technology, Old Fashioned Service

  • We use technology to engage our clients, not avoid them

  • We use our technology and people to better serve you

Wela at a Glance

million of assets under management (Jan 2024)

average # of years clients have worked with Wela

team members

certified financial planners

Meet the team

In over three decades of practice, we have strived to provide our clients with the highest level of service at fees below the industry average. We have seen clients through many market cycles and have developed close relationships that span generations.

Read the Bios