At WEALTHplan our mission, as a team, is to provide our clients with the tools and information required to build a strong financial foundation based on our Stepladder Approach to Financial Planning. It is our belief that a strong financial foundation built on this premise can withstand unforeseen outcomes and circumstances and allow our clients to maintain their standard of living and continue toward achieving their financial objectives.
We will further help them understand that a competent financial adviser does not attempt to predict the future; instead, he identifies risk and manages expectations. We will accomplish this by educating and informing our clients and helping them understand that money is not an end in and of itself but simply the means to an end. In doing so we will instill confidence in our clients and the choices they make regarding their finances and by logical extension their lives.