4645 18th Street,
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:
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:
When starting the financial planning process, we recommend you bring the following documents to the meeting. They will be needed to study, analyze, and prepare a personal plan for you. This material will be treated confidentially and returned when the planning process is completed, or earlier if requested.
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. 02/21