How does it work?
As with all goals, having a plan makes achieving those goals easier. Why should financial goals be any different? The short answer is, they shouldn't. However, if you are looking for help to build your first financial plan, you may find that most advisors require you to have a certain Net Worth or a certain amount of investable assets to make it worth their time to work with you.
At Well-Traveled Wealth we think differently. We believe that EVERYONE deserves professional, objective, financial advice. We don't believe in turning away people that are looking to better their financial future and we understand that everyone has to start somewhere. The years spent building wealth can be the most important years in someone's life and we want to be your partners along the way. We have created our Young Professionals Planning Program as a cost effective way to offer our guidance and expertise to all who are looking to plan for their future, regardless of their portfolio size.
Cost: $175/mo for an individual
$225/mo for a couple
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
We utilize My Wealth Map to allow you to take a comprehensiveview of your complete financial picture. This will also help you develop a deeper understanding of what is required to reach your goals. We make your life easier by providing unique services for staying organized, updated, and prepared.