Our Services
Financial Planning Paid Monthly
Our real-time financial monitoring system that helps us both see how you’re doing financially and where we should focus our effort to help you progress toward your goals.
Basic Financial Planning Paid Monthly
*MONTHLY FEE GOES AWAY WHILE ASSETS UNDER MANAGEMENT EXCEED $250,000
$69
/month
- Access to Elements® financial planning app
- Work with Advisor to establish Values, Statement of Financial Purpose and 12 month goals
- Monthly Financial Insights (based on info you keep updated in Elements app)
- Access to Smart Money Advantage, our private financial education portal
- 401K review, risk tolerance assessment, and 401K fund selection
- Access to Flourish, an Advisor-only high yield savings account
- One-Page Financial Plan updated annually
- ONE Financial Planning Review meetingper year
- Invitation to Quarterly Office Hours via Zoom
Advanced Financial Planning Paid Monthly
*MONTHLY FEE GOES AWAY WHILE ASSETS UNDER MANAGEMENT EXCEED $250,000
$99
/month
- Access to Elements® financial planning app
- Work with Advisor to establish Values, Statement of Financial Purpose and 12 month goals
- Monthly Financial Insights (based on info you keep updated in Elements app)
- Access to Smart Money Advantage, our private financial education portal
- 401K review, risk tolerance assessment, and 401K fund selection
- Access to Flourish, an Advisor-only high yield savings account
- One-Page Financial Plan updated annually
- TWO Financial Planning Reviews per year (Spring and Fall)
- Tax analysis and tax planning (ROTH conversion guidance, annual tax return analysis, tax observations and suggestions)
- Retirement or College Zoomer,as needed (Goals-based projections)
- Help with budgeting and budgeting apps, as needed
- Unlimited help and support
You can think of the Elements® scorecard like your vital signs at a doctor’s office: they help us both see how you’re doing financially and where we should focus out effort to help you progress toward your goals.
How our advisors use Elements®
Who is this for?
Our Financial Planning Paid Monthly clients generally fit one or more of these descriptions:
- You want a central dashboard to monitor your Key Financial Indicators and Net Worth
- You have debt that you need to get paid off before you start investing
- You want to work towards making work optional
- You want to get (and remain!) financially organized
- You have a high income, but may also have a lot of debt, such as student loans
- You want help with a path to financial independence
- You are investing through a retirement plan at work and aren’t ready to invest outside of a work plan but need financial guidance
- You aren’t sure if you are making the right decisions about money
- You want help making smart decisions about money
- You want help to maximize your income and minimize taxes
- You’ve heard about the FIRE lifestyle and want help putting it into action
Do one or more of these describe you? Let’s get started!
Worthen Financial Advisors, Inc. has designed our services to meet the diverse financial planning and investment management needs of our clients. Following are the principal service offerings that Worthen Financial Advisors, Inc. personalizes to each Client’s specific needs:
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