Wedding bouquetAccording to Dahl’s Wedding Company, the average time spent on planning for a wedding can reach between 120 and 200 hours. That’s 200 hours spent planning for 1 day. How much time do you spend planning for the rest of your life? As important as a wedding is, that day will come and go. Retirement, however could last you 20 years or more.

At the Wealth Planning Group, we believe that trying to achieve your life goals without a plan is like trying to drive from Los Angeles to New York without a roadmap. That is why we embark on a planning odyssey with our clients to create a roadmap for their unique journey. This process helps us understand not only who you are and what’s important, but also where you are and where you want to go.

Elements of Financial Planning

Our Process