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Planning for Wealth, LLC

Planning for Wealth, LLC

Fee Only Wealth Management firm in Louisiana

  • Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login

Financial Planning

Wherever you are now, we can help you get to where you want to be.   The path between “here” and “there” is shorter for those who know the way.

 

 

Planning for Wealth was founded with a belief that financial independence (wealth) comes from preparation. We believe careful and consistent planning is essential to meeting your financial goals and objectives. We want to help you set a path to meet those goals.

$0 Minimum asset required

Clients Will Receive

FINANCIAL PLAN – Built for you

A comprehensive plan built uniquely for you and your family (and/or business)

Including some or all of the following: net worth statement, cash flows, budgets, investment review, insurance review, estate review, retirement savings projections and targets, detailed investment analysis and recommendations, retirement income projections, social security analysis, and retirement plan analysis.

PERSONAL FINANCIAL WEBSITE

Easily access a picture of your financial world, and your financial plan in one place. Regularly track progress of your financial goals. Access spending plans, investment balances, important documents, and tools to help you stay on track. Schedule advisor meetings to review via screen share sessions.

ADVISOR ACCESS

After your plan is built, you have access to us to answer questions and address challenges.  For Ongoing Financial Planning Services, please see below.

E-MAIL ALERTS & MONITORING

Notifications to keep the plan on track and updates as resources are added to your financial website.

Our Process

No two clients or situations are alike, and at Planning for Wealth, no two financial plans are alike either. We take into account each person’s needs, risk tolerance, and objectives, and provide custom-tailored solutions to help them achieve their goals. We’ll start by getting to know you – what’s important to you, what opportunities are available, and what obstacles you may face. Then we’ll work together to create a plan and help you implement it. We will be alongside you every step of the way to make sure you stay on track and adjust as needed. No matter how much planning you have or haven’t done, we’re here to be your partner and help you get on the path to financial peace of mind.

Process Wheel

Fee Structure

Fees to construct financial plans vary based upon a variety of factors including:

  • The complexity and scope of issues involved
  • The client’s overall planning needs

More complex plans can include analysis of real estate and other non-liquid investments. It may also involve detailed estate and tax planning that may require teaming with your attorney and CPA.

Financial planning fees are determined on a case-by-case basis and generally range from $2,000 to $10,000.

 

Ongoing Financial Service Clients

We believe Financial Planning is more than helping clients to identify their unique goals and establishing a path towards achieving them. It is also about helping clients navigate around the many complexities that can arise along the way. Planning is an ongoing process that evolves over time and must be monitored to stay on track.

After plan delivery, we want to continue to monitor your progress in the years to come and provide meaningful guidance along the way.

  • We will meet 2-3 times per year virtually, or in person, after plan delivery to ensure that your plan stays up-to-date and make any adjustments that may be necessary
  • You will transition to our ongoing client service calendar

Ongoing Financial Planning Services are available at a reduced, transparent flat fee paid monthly or an hourly basis.

To gain insight into progress toward your financial goals, and to understand if an advisor can be helpful, simply enter a few basic details about your current financial situation through the link below.

Create A Plan

 

Schedule a Meeting

Book Online

1900 Roselawn Avenue
Monroe, LA 71201

383 Highlandia Drive
Baton Rouge, LA 70810

Monroe: 318-340-0324
Baton Rouge: 225-938-0608
info@pfwllc.com

Schedule a Meeting

Who We Are

  • Meet Our Team
  • Our Sister Company

What We Do

  • Financial Planning
  • Investment Management

Educational Resources

  • Financial Calculators
  • Helpful Links

© 2023 Planning for Wealth
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