We help you gain a clear view of your entire financial life and create a plan that empowers you to make it better.
As your life changes, we adapt your plan to meet new endeavors.
Standard one-time plans starting at $1,499.
Finwell is a fiduciary, meaning we only give advice that is in your best interest.
We designed our pricing to be accessible and aligned with our high quality advice.
Delivered by Experts
Finwell’s team is highly credentialed and experienced, consisting of a MBA & CFP® pro.
Your financial life is complex.
We help you make it simple.
Finwell's Financial Planning Process
We help you prioritize the goals that are most important to you.
We talk through your goals in detail, and grant you access to our financial planning portal which serves as both a home base for your financial life and a springboard to begin building your financial plan.
Gather, verify, and organize the details of your finances.
Your dedicated advisor helps you to cover all the details before creating your financial plan. You will have a clear, concise view of your current finances, including things like income, expenses, bank accounts, investment accounts, 401(k)s, stock options, and real estate.
Set action steps to reach your goals in a practical, efficient way.
Finwell’s Planning Team creates a curated financial plan to help you meet your specific financial goals, complete with concrete action steps and recommendations to optimize your finances.
Monitor, update and enhance your financial plan.
Your financial plan will change as your life changes. We can help you overcome obstacles, track your progress, and celebrate your success!*
*Additional fees apply for ongoing support.
Saving for a major purchase
Buying or Selling
Here's how to get started.
Schedule a consultation.
We will talk through your current finances, future goals, and your questions about financial planning.
Get your custom quote.
Your financial circumstances and goals are unique. That's why we offer custom quotes, rather than cookie cutter pricing.
Start planning with us.
We take a custom and collaborative approach to creating your financial plan.
What is a fiduciary advisor?FAQ What is a fiduciary advisor? A fiduciary advisor is a financial professional who is legally obligated to act in the best interests of their clients. They must prioritize their clients' financial goals and needs above their own interests or those of their company. This means they must provide unbiased advice and recommend products and services that are suitable for their clients' individual situations. Fiduciary advisors are held to a higher standard of care than non-fiduciary advisors, who may have conflicts of interest that could influence their recommendations. At Finwell, we believe in the importance of fiduciary responsibility and always act in our clients' best interests.
Is Finwell a fee-only advisor?Yes! Finwell is fee-only. We do not earn commissions by giving you advice.
Are there minimum balances to work with Finwell?We do not require a minimum balance to work with Finwell in a financial planning capacity. We charge based on the complexity of the work and the amount of hours to complete the work, similar to an attorney or CPA. We do require minimum balances for our investment management services starting in 2023.
What is a CFP®?FAQ: What is a CFP®? A CFP® or Certified Financial Planner is a professional financial advisor who has met the rigorous education, examination, experience, and ethics requirements set by the Certified Financial Planner Board of Standards. CFP® professionals have a holistic understanding of financial planning and can help clients achieve their financial goals through a comprehensive approach that covers investment planning, retirement planning, insurance planning, tax planning, estate planning, and more. At Finwell, we have a team of experienced professionals who can help you make informed decisions about your money and achieve financial well-being.
Schedule a 15 minute consultation here.
16030 Ventura Blvd #240
Encino, CA 91436
Other Locations Nationwide
Finwell, Inc. is an Investment Adviser registered with the State of California, North Carolina and Tennessee. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor. Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request. We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at email@example.com if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.