Financial Planning

Unbiased

Finwell is a fiduciary, meaning we only give advice that is in your best interest.

Fairly Priced

We designed our pricing to be accessible and aligned with our high quality advice.

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.


Comprehensive plans starting at $1,199.

 

Delivered by Experts

Finwell’s team is highly credentialed and experienced, consisting of CFP®’s, a CFA charterholder, an EA, and a PH.D.

Your financial life is complex.
We help you make it simple.

Finwell's Financial Planning Process

1.

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.

2.

Gather, verify, and organize the details of your finances.

Your dedicated CFP® 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. 

3.

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.

4.

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

Growing Your

Wealth

Buying or Selling

a Home

Managing Debt

Effectively

Paying for 

College

Advanced Estate 

Planning

Retiring On 

Time

Future Family

Planning

Here's how to get started.

Step 1
Schedule a consultation.

We will talk through your current finances, future goals, and your questions about financial planning.

Step 2
Get your custom quote.

Your financial circumstances and goals are unique. That's why we offer custom quotes, rather than cookie cutter pricing.

Step 3
Start planning with us.

We take a custom and collaborative approach to creating your financial plan.

 

Frequently asked questions about planning

Do Finwell advisors receive commissions?


No. We are a fee-only RIA, meaning we don't receive any kick-backs, commissions, referral fees or otherwise.




How do I pay for financial planning.


We require your planning fee to be paid upfront in advance of plan delivery. We accept all major debit and credit cards as payment for a financial plan and coaching.




How much does a comprehensive financial plan typically cost?


According to a recent study, the average cost of a comprehensive financial plan is $2,400. We have created operational efficiencies and chosen the best tech partners, which allows us to be more competitive on our pricing for financial planning.




What is a CFP®?


A CFP®, or CERTIFIED FINANCIAL PLANNER™, is an advisor that has achieved the gold standard credential of financial planning. If your advisor is a CFP®, that means they have thousands of hours worth of experience, have completed a series of courses about financial planning, passed a rigorous exam, and is legally obligated to act in clients best interest.




What is a comprehensive financial plan?


A comprehensive financial plan starts with getting to know an over arching view of your personal finaces, your family dynamics, and future financial goals. It continues with a thorough analysis of your current finances, including income, expenses, bank accounts, retirement accounts, investment accounts, restricted stock, and real estate. We then look at what you're trying to accomplish in more detail, like retiring early, paying for a child's education, paying down debt, buying a home, estate planning, or anything else that could be considered a financial goal. Finally, led by your CFP, our team creates a plan for you to get from where you are today to where you want to go in the future as efficiently and as organized as possible. Your plan will include specific recommendations, action steps, and thorough analysis to back up our suggestions.





Contact us

Schedule a 15 minute consultation here.

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Main Office

16030 Ventura Blvd #240
Encino, CA 91436
United States

Other Locations Nationwide

Nashville, TN

Raleigh-Durham, NC

Finwell, Inc. is an Investment Adviser registered with the State of California and North Carolina. 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 membership@finwellbenefits.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.