.png){kind=logo}
EXPERIENCE THE RELIEF THAT COMES WITH KNOWING YOUR FINANCES ARE HANDLED—REGARDLESS OF YOUR NET WORTH.
Learn how to better manage your current financial situation and begin building for a better financial future. With the right guidance and proper planning, pursuing the American Dream is still within reach, no matter how uncertain that goal may seem now. You just have to put your mind over your money.
Well-Planned Financial, LLC is an independent, fee-only registered investment advisory firm, serving as a fiduciary for clients, with no minimum asset requirement. We are your financial ally when it comes to:
Cash Flow and Debt Management
Investment Management
Tax Planning
Education Planning
Retirement Planning
Estate Planning
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, product, or other service offered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, & they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other advice. Ramsey Solutions does not receive, control, access, or monitor client funds or accounts.
Ramsey Solutions does not warrant any services of SmartVestor Pros & makes no promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion & risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Well-Planned Financial LLC does not endorse and is not associated with Dave Ramsey or the SmartVestor program.