What to Expect

The most important factor in your plan is YOU!
 
The answer to all of your financial questions will have a mix of behavioral, emotional and financial components. We believe the success of a plan lies within all three elements.
 
Every relationship starts by touching on your learning styles, priorities and what you believe will make our planning relationship valuable.
 
Once we uncover your why the planning can begin!
 

Meeting One

Meeting Two

Meeting Three

Implementation

Consultation

Data Gathering 

Plan Presentation

During this meeting we will cover all areas of your financial life, your learning styles and more. This meeting runs approx. 1.5-2 hours depending upon how much information you have.
Financial planning requires an immense amount of trust and vulnerability so we must feel comfortable working together. This is the time for questions and going over the planning process
 
 
During this meeting, the financial assessment will be presented. You will receive a plan summary and answers to your most pressing questions. We will also go over all the recommended action items
 
 
Action items will be prioritized based on your priorities and some advice from your planner. You will receive assistance with your action items.
 
 

Quarterly Meetings

A meeting each quarter to go over action items, tasks, life changes, account updates, tax planning & more.
See the list below for an idea of topics we cover.
 
 

Investment Advice/Management

Clients receive ongoing investment management and advice for accounts held with the custodian we use or outside accounts. One thing that sets us apart, you are not obligated to move money in order to work with us
 
 
Email and phone call access to a CERTIFIED FINANCIAL PLANNERtm professional to go over life changes and to ask questions that may arise. 
 
 

Ongoing Access

Employee Financial Wellness 

Start with Confidence 

Other Services:

Employee financial wellness programs are built for each company. Please reach out to learn more about the programs.
 
Programs may be completed in group speeches,   one-on-one coaching, or a mix of the two. The cost for a program ranges from $150 per employee to $1,000 per day depending upon the design and structure.
 
 
If you are starting your career this is for you. Together we will cover cash flow, emergency funds, employee benefits selection, student loan, and consumer debt-paydown strategies. 
 
$750
for two meetings and one follow up after 1 month and 6 months. Assistance with any implementation tasks (paperwork for accounts, you need a budget coaching, etc.) is available at an hourly rate.
 

What We May Include In Your Plan:

Cash Flow
Management

Retirement Plan

Savings

Employee Benefits

Reviews

College

Planning

Annuity

Reviews

Student Loan

Strategies

Tax Planning 

Strategies

Public Pension

Reviews

Trust/Will

Review

Large Purchase

Discussions

Consumer Debt

Strategies

How to Maximize

Savings

Insurance Coverage

Reviews

Investment

Management

Goal

Prioritization

Do you want a financial plan tailored to yourWhy?

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Wealth of Confidence, LLC (“WOC”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WOC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WOC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.