Wesling Financial is a comprehensive financial planning firm. Our mission as a fiduciary is to put the interests of our clients first and foremost. Typical clients are people who want to design, build, and live a meaningful life sustained by financial integrity.
We are a fee-only, retainer-based financial planning firm. This means we charge clients a flat annual fee for our services, wherein the value of their portfolio is only one consideration. The basis for the fee calculation is the complexity of the engagement. And, we strictly provide advice along with a high degree of personal attention throughout the engagement year.
In addition to providing comprehensive financial planning services, Wesling Financial specializes in divorce financial analysis with the goal of an equitable settlement.
If you are ready to work with an unbiased advocate for your sound future, contact the advisors at Wesling Financial Planning Services today.