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!
 

Ongoing Financial Planning Relationship

Up-Front Enrollment Fee + Yearly Fee Broken Into Monthly Payments for Cash Flow Purposes

 We strongly believe in the quote that "plans are worthless, planning is everything." That is why we offer a continuous planning relationship that focuses on more than just the accounts you own. This enables us to give advice that evolves with your life. Hint hint... your life will not be the same next year, something always comes up. This is what the ongoing planning relationship looks like:
 

FIRST THREE MONTHS

Enrollment: Agreement, financial dashboard set-up, learning modules that cover: password vault set-up, document organization, and financial assessments.

Meeting 1: Balance sheet map, data-gathering, financial assessments, account linking

Meeting 2: Go over findings, list out an action plan, prioritize action items, discuss the probability of success

You will leave the second meeting with a layout of the upcoming meetings and the tasks that will be accomplished for each meeting. Keep in mind that life evolves so the topics for meetings may evolve as well. Meetings will occur quarterly and last 60-90 minutes. After all of the actions items are complete meeting will move to 3 times per year. Click here: TO SEE THE PLANNING PROCESS.

 

Topics/Modules: Organization, Cash Flow, Foundational Savings, Student Loans, Debt Paydown, Short-Term/Long-Term Savings, Account Organization, Investing, Estate Plan, College Planning, Insurance, Retirement Planning, Employment Benefits, Tax Review, WhealthcareTM Plan (60+). Click here: TO SEE THE PLANNING TOPICS.

 

Ongoing planning relationships may take place in our Riverside office and/or virtually.

Group Planning

Up-Front Enrollment Fee + Yearly Fee Broken Into Monthly Payments for Cash Flow Purposes. The Group Splits the Fees.

We take pride in is offering accessible planning services. That is why we are offering planning in group formats. Group planning will include private 1-on-1 meetings and planning in a group setting. Think of this as group workouts but with your money.

 

This service is available for up to 8 people (couples are considered 2 people). You may gather your own group or let us know that you want to partake in group planning and we will make a list and start a group once it forms. Group planning is best suited for people that are career starters - mid-career. At this time group planning is not for those transitioning into retirement. 

Investment Management

Starts at 1% of Assets Managed with TD Ameritrade. Tiers Down at Specific Asset Levels.

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Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.

Employee Financial Wellness Program

$200 Per Hour

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Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.

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. 

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