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.
Financial Planning Paid Monthly
*MONTHLY FEE GOES AWAY WHILE ASSETS UNDER MANAGEMENT EXCEED $250,000
$249/month
- Dedicated Advisor Relationship
- Budgeting Setup and Support
- Work Benefits Review - 401K Optimization + Open Enrollment Assistance
- Yearly Strategic Planning Meeting + 6-month Check-in Call
- Tax analysis and Tax Planning
- Education and Retirement Planning
- Access to Elements® financial planning app
- Access to Flourish, a client-only high yield savings account
- 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
- 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
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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