We believe that hiring a professional to help you get and stay organized, hold you accountable for reaching your financial goals and proactively watch over your assets is vital for long-term financial success. Think of it as hiring a CFO for your household.
Wilon works with clients to develop a comprehensive financial plan that helps you see the full picture and as a result, make better decisions about your future. We take pride in our ability to simplify your entire financial profile (investments, tax, insurance, estate planning, etc.) in an easy to understand picture that can make immediate and long-term goals attainable.
We believe that all successful lifetime investing is goal-focused and planning driven. All failed investing is market-focused and current events driven.
Finding the right fit for your financial planning needs is absolutely critical, and finding the right fit for client relationships is essential for us as well. Our clients are sensible, hard-working and goal-oriented individuals and families who come to us in various stages of their life. We work best with clients who want to collaborate with our team to develop a proactive and comprehensive financial plan to help grow, maintain and ultimately transfer your wealth.
We have developed a framework for making an educated and informed decision about working together towards achieving your financial goals. Get a more detailed look at our process for engaging with new clients.
Wilon is an independent financial services firm that was founded as an alternative to Wall Street brokerage houses, large banks and proprietary product firms. Our fee-based structure was adopted to give our clients confidence in knowing their wealth advisor is compensated for being their advocate, not just executing transactions.
Fiduciary means that a planner/advisor is obligated to act in the best interest of the client when making recommendations. Sounds basic but not all financial advisors work as a fiduciary. Wilon does.
The first step is a 15-minute introductory call. This is a confidential, get-to-know-you discussion about your goals, priorities and current financial situation. It’s an opportunity for you to share what you are seeking in your financial planning journey and learn how Wilon may be able to help.
No. Our introductory phone meeting and subsequent initial planning meetings are complimentary. We want you to see exactly how we can offer value and improve your financial plan before you agree to pay us a penny
Financial planning is a multi-step process that begins with an in-depth review of your current financial situation and results in a road map for how to achieve your financial goals. Our process is completely client-centered and focused on your objectives, priorities and values.
Part of this process is simplifying your entire financial profile (investments, taxes, insurance, estate planning) in an easy to understand picture that can help make immediate and long-term goals attainable. We will ask that you complete a questionnaire and request that you bring us everything on this list of documents so we can be as comprehensive as possible with our analysis and recommendations.
It is also important to remember that financial planning is a dynamic process and not a single, one-time event. The economy, your planning objectives or a major shift in your life’s course are just a few examples of factors which merit a plan review.
Initially, there will be some work required on your end to provide our team with some financial data and information about yourself, including your goals and challenges. We are a client-focused business and work hard to make the process as easy as possible for you. The good news is that the end result of our financial planning process is greater piece of mind. If you follow your plan and maintain a disciplined approach, you will be able to rest well knowing that you’ve taken steps to help you reach your financial goals.