Financial Planning From
Our CERTIFIED FINANCIAL PLANNER® Professionals
Financial Planning From
Our Certified Financial Planners
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-Only
Financial Planners
As fee-only 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
Engage
Together we develop mutual trust as we start to learn about each other, including Wellspring’s approach to financial planning and wealth management services.
Discover
Next, we’ll discuss your current and future financial situation. This discussion often sparks self-discovery, where we learn about your needs, wants, and goals.
Analyze and Develop
During this phase, your advisor will analyze your current investments, insurance policies, and other financial data in order to develop your personalized financial plan.
Implement
Your advisor will meet with you to review your financial plan. We’ll help you understand and guide you on how to implement the plan on next-step recommendations.
Monitor And Update
Wellspring will monitor your plan to ensure it remains suitable as your life changes. This includes monitoring the performance of investments, ensuring spending is on track, and adapting to changing circumstances.
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.
Why Wellspring Financial Partners®?
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.
Financial planning without
CFP® Certification:
It’s easy for someone to call themselves
a financial planner.
Financial planning with
CFP® Certification:
Meets requirements established by CFP Board.
May not be required to put your best interests first.
Makes a commitment to CFP Board, as part of their certification, to place your best interests first. Can receive sanctions from CFP Board, and even risk losing their certification, for violations of ethical standards set by CFP Board.
Level of financial planning knowledge varies.
Has demonstrated the knowledge required to deliver holistic financial planning.
Years of experience varies.
Must have a minimum of 2 years of financial planning experience.
Source: “Why Choose a CFP® Professional?” © 2025 CFP Board.
All rights reserved. Reprinted with permission.
Convenient Investment Monitoring
We take great pride in our openness, candor, and honesty. We’re completely transparent about our advisory fees, costs of investments, and the performance of your investments.
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.
