Your destination.

Our advice for
the road ahead.

Personalized Plans that Equip you to
Take Control of Your Money.

Plans Built for Financial Empowerment

We believe in empowering individuals to take control of their financial future. Our plans are built to equip you with the tools and knowledge you need to make informed decisions and achieve your financial goals. No product sales or AUM fees tied to how much you have invested. Just personalized plans designed to provide a clear path for your financial journey.

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Comprehensive

Financial Plan

All clients begin with a Comprehensive Financial Plan. This service provides a thorough assessment of your current financial situation, tailored recommendations, and a clear action plan to implement over the next 12 months.

Estate

Plan

The Estate Plan service helps you create essential legal documents to ensure your wishes are carried out and your affairs are in order. We make the process simple, so you can easily plan for the future and gain peace of mind.

Year-End

Tax Plan

The Year-End Tax Plan helps you identify and act on key tax-saving opportunities before the year closes. Whether you work with a tax preparer or file your own return, this service is designed to maximize your savings and minimize surprises at tax time.

Our Unique Approach

We provide advice, but don't manage your investments. This unique approach is designed to help you develop the clarity and skills to make educated financial decisions while staying in full control of your assets.

Personalized
Plans

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Built to Align All Aspects of Your Financial Life

FAQs

How does "advice-only" financial planning differ from working with a traditional financial advisor?
Traditional financial advisors typically move your accounts to a place where your investments are managed (and fees deducted). Advice-only financial planning works differently. We don’t manage your investments or hold your assets. Instead, we provide clear, personalized recommendations on where and how to invest based on your specific goals. You remain fully in control of your money.

How will I be charged for working with WealthMap Planning?
WealthMap Planning is a fee-only Registered Investment Advisor (RIA). As an RIA, we are held to the fiduciary standard of care, legally and ethically required to act in your best interest when providing financial advice. We offer our services for flat fees and hourly rates, not based on how much you invest. We do not sell financial products, receive commissions, or charge asset-based fees. This model allows us to provide objective advice, free from sales incentives or asset minimums. View our transparent pricing.

Who is the ideal client for this service?
The clients who get the most out of our service are those who are proactive, engaged, and ready to take action on their financial goals. We work best with individuals who have a desire to learn and understand the "why" behind the recommendations we make. You might be a natural do-it-yourselfer, but you recognize the value of an expert to help you see the bigger picture and avoid costly mistakes.

Will you help me implement the plan?
While implementation of the plan is your responsibility, you won’t be on your own. If you’re unsure how to carry out part of your plan or have questions along the way, we offer Ongoing Support to help guide you through it.

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Get Started Today

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