WealthFolio Planners

WealthFolio is committed to making a retirement plan that is individualized and unique to each and every client. There’s no streamlined financial plan here. Each client is met exactly where they are at and are given individualized attention so that their transition to retirement can be seamless, simple, and fulfilling.

Of course, all these promises sound great on paper, but any fee only financial planner atlanta can make the same claims. So what sets WealthFolio apart?

The advantages of choosing to work with a fee-only advisor are numerous, and the choice can really impact your experience of planning for retirement. Fee-only advisors in general are focused on finding the most affordable and beneficial retirement plan for you, and WealthFolio is committed to raising the bar even higher.

WealthFolio has a six step process to ensure that each client is being taken care of financially, regardless of their personal lifestyle or financial situation. It’s guaranteed that through these steps your unique goals will be acknowledged and known so your retirement plan can reflect your goals and your lifestyle.

Unlike other companies, financial planners at WealthFolio take the time to actually getting to know you, not just your financial situation. Our planners sit down with every client and learn about their lifestyles, what their financial goals are, what their income needs are, and what other objectives need to be considered in order to make a personalized, attainable retirement plan.

Having a fee only financial planner atlanta means that your planner actually knows what it’s like to live in Atlanta. Rather than working with some remotely-based advisor, WealthFolio advisors are ready and available to meet in person with you to discuss your financial needs. Any changes that you need to make to your retirement plan can be talked about face-to-face. Working with a remote advisor means phone calls that may not resolve your problems, or dealing with someone who just doesn’t understand the beauty and culture that Atlanta has. Who wants to have to deal with timely phone calls about their personal financial goals when you can work with someone committed to knowing you?

Annual reviews are an absolute must for our planners and for you. Checking in annually ensures that your goals are being met and your needs are being fulfilled. Other companies set the plan in place and just let it go. Not here. WealthFolio knows that life happens and sometimes unexpected circumstances arise that prevent you from meeting the goals on paper. Frequent check ups on your financial well-being is just as important to WealthFolio as the initial retirement plan.

Here at WealthFolio, advisors are equipped and ready to meet you exactly where you’re at. WealthFolio is determined to help you meet your financial goals and ease into retirement hassle-free, from the initial planning steps all the way through to the end. Professional advisors are here to craft a unique retirement plan that reflects who you are, not just what your bank account or career say you are. What can be better than that?