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Young Professionals Planning

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

What can you expect from US?

We create strategies that are tailored to your needs and goals.

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What we expect of YOU!

Years of experience have prepared us to guide you through your life transitions.

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Topics of Discussion Will Include:

  • In depth goal planning discussion to help breakdown short term and long term goals
  • Budget Review
  • Review of Cash Flow
  • Debt Management 
  • Evaluate your current savings plan
  • Evaluate investment Risk using the Riskalyze® software
  • Review of current investments / Asset Allocation
    • Bank Accounts, IRA's, Roth IRA's, 529 College Savings Accounts, 401(k)'s, 403(B)'s, etc...
  • Estate planning discussion - Wills, Trusts, Life Insurance 
My Wealth Map

My Wealth Map

We utilize My Wealth Map to allow you to take a comprehensive
view 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.

How it Works

How it Works

  • Connect all of your accounts for a consolidated view of your
    entire financial picture
  • Help you see how much you’re spending, and where
  • Monitor the performance of your investments
  • Track the progress of your most important goals
  • Provide a place to safely store your most important financial
    documents, and the ability to access them from anywhere