CFP®

CFP® professionals

PlanWell Financial Planning is your premier destination for comprehensive financial services. We serve private sector and federal employees nationwide.

As highly qualified CFP® professionals, we bring over 30 years of experience and expertise to help you achieve your financial goals. Whether you’re in need of retirement planning, investment management, or risk mitigation strategies, our personalized approach helps you to make informed and successful financial decisions.

The Role of a CERTIFIED FINANCIAL PLANNER™

A CERTIFIED FINANCIAL PLANNER™ is more than a financial advisor. At PlanWell, we understand that financial planning is a critical component of securing your future. Our dedicated team begins by conducting a thorough assessment of your financial situation, identifying your unique needs and goals. By establishing clear and realistic objectives, we pave the way for a personalized financial plan tailored specifically to you. Our plans include the following and more:

Personalized Financial Planning

Our financial plans encompass budgeting, investments, tax planning, risk management, and estate planning. By considering all these aspects, we ensure a comprehensive approach that safeguards your financial well-being. Rest assured that our meticulous attention to detail will help you make informed decisions every step of the way.

Investment Strategy and Portfolio Management

As Accredited Investment Fiduciaries (AIFs), PlanWell takes pride in developing investment strategies aligned with your goals. Our ongoing portfolio management enables your investments to remain on track to deliver the results you desire. With our expertise and dedication, you can confidently navigate the complex world of investments and watch your wealth grow.

Retirement Planning

Secure a comfortable retirement with our expert guidance. Our team helps you estimate your income needs, explore savings options, and optimize your Social Security benefits. With a well-defined retirement plan in place, you can enjoy peace of mind, looking forward to a fulfilling future.

Insurance and Risk Management

PlanWell Financial Planning understands the importance of protecting your assets and your loved ones. We assess your insurance needs and thoroughly review existing policies to ensure they align with your financial goals. By mitigating risk effectively, we help to safeguard your financial future.

Benefits of Choosing PlanWell Financial Planning

At PlanWell Financial Planning, we don’t just focus solely on investments. As financial planners, we understand the bigger picture, encompassing everything from adequate life insurance to comprehensive estate planning. Our expertise extends to helping federal employees navigate their benefits as well.

Experience and Expertise: With over 30 years of experience, our CFP® professionals possess the knowledge and skills necessary to guide you towards financial success. Our rigorous training and commitment to ethical standards make us the trusted choice for all your financial planning needs.
Personalized Approach: At PlanWell, we believe in tailoring our services to meet your specific needs. We build long-term relationships with our clients, providing ongoing support as your financial journey evolves. Our focus is always on your success, and we are dedicated to helping you achieve your goals.
Fiduciary Duty: As your trusted financial partner, we hold ourselves to the highest standard of care. Acting in your best interest is our fiduciary duty. Rest assured that our recommendations are unbiased and designed to benefit you.
Peace of Mind: With PlanWell Financial Planning, you can trust that your financial future is in capable hands. We alleviate financial stress by offering expert guidance and empowering you to make informed decisions. Our education-first approach ensures you understand our recommendations and have full confidence in your financial choices.

With our personalized approach and unwavering commitment to your success, as CFP®s, we are your partner in achieving financial success. Furthermore, we believe that financial planning should be accessible to everyone. That’s why we don’t have an investment minimum; we’re committed to meeting and working with individuals from all walks of life.

CERTIFIED FINANCIAL PLANNER™ Near Me

Secure your financial future with the expertise of a CERTIFIED FINANCIAL PLANNER near you. Choose PlanWell Financial Planning in Reston, VA, and benefit from our experienced CFP® professionals. Contact us today to embark on your journey toward a secure and prosperous future.