a plant growning in your hands representing growing your Personal PlanPersonal Planning

 

Developing an effective plan starts with your input.  Bring your current situation, your goals, your risks and your resources.  WD has the experience, objectivity and desire to create a customized plan.  And when change happens, WD will help you adjust, re-focus and continue to move on your goals.

 

Your Personal Plan includes an outline of your current situation, your goals and an action plan to meet your goals.  Depending on your situation, your Plan may include joint meetings with other professionals to execute recommended changes.

 

You will receive a printed and electronic copy of your Plan.

 

Cash Management

 

Risk Management

 

Tax Management

Retirement Planning

 

Investment Review

 

Estate Planning