Service title

Who is this service for? This is a short and sweet blurb to capture attention and educate.

There's room for as much detail as you need, but remember that there's more to say in the benefits section and down the page.


Cost or other critical information.

Benefit one

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

Benefit two

We designed our pricing to be accessible and aligned with the high-quality advice we give you.

Benefit three

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

Built For You

We assess the risk you can and should take with your investments, before recommending a strategy.

Carefully Researched

We thoroughly screen investments and choose only those with

top-tier ratings.

Cost-Efficient Investments

We choose competitively priced investments, keeping your fees low.

Diversified Portfolios

Thoughtfully created based on asset class, fund managers, and different types of securities.

Risk-Aware Portfolios

Designed to minimize loss potential and maximize gain potential.

Human Guidance

Meet with your dedicated CFP® to review performance relative to your goals.

Here's how to get started.

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Frequently asked questions

Pre-Kindergarten, Transitional Kindergarten, Kindergarten


  • Application
  • Coordinate a campus tour with Admissions and schedule a day for your child to be evaluated
  • Submit all documents prior to the evaluation




First through Sixth Grades


  • Application
  • *Report cards showing final grades from the previous two years
  • *Most recent report card from current year
  • *Any available standardized test results
  • *A classroom writing sample
  • Schedule admission test and student visiting days (at this time we are not allowing student visiting days)
  • Coordinate a campus tour with Admissions
  • Submit all documents prior to your child's visit
*We will request these items on your child's behalf from their current/previous school.