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What is Financial Planning?

A financial plan is a fluid plan built on an in-depth look at your current financial situation in combination with your personal goals, designed to give you a blueprint to help you live your best life and pursue your goals. We believe you should expect your financial plan to:

  • Accurately reflect your personal financial situation
  • Address the issues most important to you
  • Become a "blueprint" for your future
  • Be flexible and adaptable
  • Be something you can implement

The process of building a financial plan with us is unique because we emphasize collaboration between you and your advisor. The process typically takes between 2 weeks and 2 months and is spread out over 3 appointments. Here is a general overview of the financial planning appointments:

  1. The objective for the first appointment is purely listening and data gathering. Your advisor will: listen to your goals and concerns, learn about your current lifestyle, and gather all of the necessary documents and data to help build a plan. 

    During this meeting you will also be given access to your personal Waddell & Reed WealthLink (previously the Wealth Management Site) and a guided overview of how to use it. See a preview of the Financial Planning tool by clicking the "Learn more" button below.

  2. During your second appointment you can expect a "brainstorming session" where you and your advisor will discuss different strategies available to you, as well as pros and cons of each; in addition, you may explore any new ideas that come up along the way. In more complex plans there may be more than one "brainstorming session" in order to find what strategy/ies may work for your specific situation.
  3. In the final appointment we work through implementation - whether than be opening new accounts, consolidating existing accounts, accompanying you to a meeting with your estate planning attorney, etc. We want you to be able to count on our support and guidance every step of the way.

<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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What to Bring

What to Bring

What items are important when forming a financial plan? Click the Learn more button to find a comprehensive list of items to being to your first financial planning appointment.

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Our Associates

Trust. Honesty. Integrity. Meet the individuals who comprise the Intrinsic Financial Design Group.

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Contact Us

There are several ways to get in contact with our office. 

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Client Logins

Various client account access pages for our clients are all found in one convenient place (WealthLink, Mutual Fund Account, and Brokerage Account).

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Business Planning

In additional to personal and household financial planning, we also offer planning services for your business.

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Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.  Investing involves risk, including the potential for loss of principal. Waddell & Reed does not offer tax or legal advice.  04/20