Financial Planning

Financial planning far surpasses just general savings and investing advice. Our planning process takes a deep dive into protection, savings, growth, while considering debt management and cashflow. Our planning model provides the tools and consulting to know how to save and where and when to save. Whether it’s developing a strategy to provide funding for your children’s secondary educations, a plan to distribute assets to the next generation, or gearing up for a smooth transition into retirement. Each financial decisions builds off another, which is why it is important to have a coordinated plan to keep track of all these decisions that ultimately link together to build your financial future.

Our aim at WWM is getting to know our clients and building relationships centered on transparent communication and a clear understanding of what matters most to you.

Common uses of our financial planning include:

• Deferring social security or taking early benefits.
• Saving for a home or second property.
• Integration of protection planning into your overall financial strategy.
• Developing an estate plan to ensure efficient passage of assets to the next generation.
• Calculating whether to take lump sum or annuity option in your pension.
• Figuring out whether you should prepay your mortgage or fund through completion.

Making the right financial decisions can be a confusing and at times stressful for many people. Let us help you clear the confusion and ease the stress with a strategic financial plan that identifies and accomplishes your financial needs and values.