Personal Financial Planning for Plan Participants

People with a financial plan are much more likely to achieve success. Isn’t this true for any worthy venture? How many long range projects succeed without some sort of plan? As an employee participant in a Wellspring-advised retirement plan, you have access to our personal financial planning services. We can help you prepare for your financial future and reach your short-term and long-term goals.

If you are not an employee participant, you can still work with Wellspring one-on-one through our individual financial planning services.

Be an Informed Investor

We Make Financial Planning Simple And Accessible

The biggest barriers people assume they will have when starting a financial plan are:

“I don’t have enough money to make a plan worth it.”

“I can’t afford a plan.”

“It’s too early for me to have a financial plan.”

At Wellspring Financial Partners, none of those are true, because:

We work with any employees regardless of their net worth or existing debt struggle.

We make it VERY affordable for participants in 401(k) plans that we advise on.

Starting early enhances success in financial planning.

We make every step of the process easy to understand.

Our Financial Planning Process

Wellspring takes a personalized approach to helping our clients plan for their financial futures. Every step of the way, we tailor your plan to your unique needs, desires, and goals.

Here are the steps we take:

Engage

First, we’ll develop mutual trust as you learn about Wellspring and we learn about you. You’ll gain an understanding of how we approach financial planning and wealth management.

Discover

Next, we’ll facilitate a deep discussion about your current and future financial situation. This discussion often sparks self-discovery, and you may uncover new insight about your financial life, wants, needs, and goals.

Analyze and Develop

During this phase, we will analyze your current financial data, such as existing investments and insurance policies. We will use this information to develop your personalized plan.

Implement

After we’ve created your plan, your advisor will meet with you to review it. We’ll ensure you understand how to implement your plan and what your next steps are, and will answer any questions you have.

Monitor And Update

We’ll continue to monitor and update your plan to ensure it continues to work for you as your life changes. This includes monitoring investment performance, keeping spending on track, and adapting to any new circumstances.

Take Advantage Of Our Financial Planning Services

As an employee retirement plan participant, you have access to preferred pricing for our financial planning services.

For just $160, one of our experts will assist you in creating a roadmap to guide your financial future.

To learn more about our personal financial planning services, contact us today.

Financial Planning From
Our Certified Financial Planners

Financial Planning From
 Our Certified Financial Planners

At Wellspring Financial, our certified financial planners dedicate themselves to making financial planning straightforward and effective for individuals and families. We create a personalized financial roadmap to guide you toward your future.

Financial planning covers a range of essential elements like budgeting, investing, retirement planning, tax optimization, and risk management. Our approach integrates these aspects into a unified strategy, providing a holistic and synergistic approach to managing wealth.

Personal Financial Planning

We understand that everyone’s financial journey is unique. That’s why we start by thoroughly understanding your current financial situation, future goals, risk tolerance, and aspirations. We create a financial plan for your needs and help guide that plan to your financial future.

Understanding Financial
Planning Models

We use a sophisticated approach, blending multiple models from industry-leading providers with our customized algorithms. We simplify financial data into a simple format that gives you insights and action that is never too complicated.

Our holistic plans consider all aspects of your financial needs, from short-term goals to long-term aspirations. We aim to help you understand what we are guiding you to do and how to accomplish your goals. You will accomplish a secure financial future with our certified financial planning services.

Fee-Based  
Financial Planners

As fee-based financial planners, our commitment is solely to you. We operate with transparency, ensuring our focus remains on your financial well-being. We earn from our fee-only financial planning, so you can trust our services are for you and have no other motives. It is our fiduciary duty to dedicate our efforts to your success.

Dynamic Financial
Planning

Our Financial Planning Process

The financial plans our CFP professionals create are not static documents; they evolve alongside your life. Regular monitoring and adjustments are integral to our approach, recognizing that life is dynamic. Financial plans must be flexible enough to adapt to changes in goals, market conditions, and personal circumstances.

Financial Planning Approach

Our relationship begins with conversations and listening. Our certified financial planners will take the time to understand your challenges, plans, and dreams. This is the foundation upon which we build a customized financial plan. This client-centric approach ensures our financial planning services are effective and resonate with your unique needs and aspirations.

Financial Successes

We create a personal financial plan for you to achieve financial success. Then, we break down the plan  into simple steps for you to follow. Finally, your  certified financial planner changes your financial  plan to suit your needs as the years progress. We will update your plan and communicate that to you as the market ebbs and flows. We only want you to be successful and comfortable, so you can trust our financial planning advice.

Why Wellspring Financial Partners?

In the Salt Lake City area, there are other options when choosing a certified financial planner. However, when you choose Wellspring Financial Partners, you can trust that we are serving you as a fee-only financial planner. We aren’t trying to sell you financial products or earn a commission; we are solely working for your success.

 Additionally, you can trust our personalized approach and our mission and goal to see you succeed. We are here for you and will be your financial partner for life. Other Salt Lake City individuals and businesses have found financial success with us. We are excited to help you achieve your financial goals.

Why Choose a Wellspring CFP® Professional

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” CFP® Board benefits the public by independently certifying financial planners. Although CFP® Board does not guarantee their work, CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP® Board’s rigorous requirements can call themselves a CFP® professional.

As part of their certification, CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Contact Us Today

Financial planning at Wellspring Financial Partners is a collaborative and dynamic process, going beyond managing investments. Our certified financial planners craft personalized plans that guide you toward financial success. With transparency and ongoing monitoring of your financial plan, we are here to serve and guide you.We look forward to working with you and hope to hear from you soon.

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For Employers

For Plan Participants

Personal Financial Planning for Plan Participants

Personal Financial Planning for Plan Participants

Be an Informed Investor