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ABOUT US

Laying the keel is the initial step in constructing a ship, just as crafting your financial plan is the initial step in building and protecting your wealth. Your WealthKeel is the foundation of your planning and provides the support for your personal and financial goals. Everything is custom-crafted around your WealthKeel; financial wellness, investment management, insurance planning, retirement outlook, education planning and tax and estate planning.

When did financial planning become only about investment advice? Why has the “traditional” financial planning model ignored younger generations like Gen X and Gen Y? If most of our significant financial decisions are made prior to age 40, why do advisors wait until you are “retirement age” to give you any of their attention? Heck, even when you hit retirement age if you don’t have millions of dollars to invest they ignore you. Why? 

Why We Do This?

WealthKeel was founded because we know the power of true financial planning, and we are passionate to help others.  The “traditional” financial planning model ignores the generations that need planning the most because they don’t have “enough” assets. Good news for you, that didn’t sit well with us. Therefore, we went on a mission to fix it by custom-crafting financial plans for physicians, entrepreneurs, and young professionals. 

Why We’re Different?

Let’s be honest. There is an outdated and unethical financial advising model full of Wall Street clones, hidden fees, and technical jargon still infecting today’s world. This is the only profession in the world where you can use any title you want on your business card. Hence, you have many men and women classifying themselves as “financial advisors” or “financial planners" although in reality, they are glorified salespeople.

We know the power of true financial planning, not financial sales. Financial planning is much more than investing, and “Hi, nice to meet you. Now, how much money do you have?” Financial planning goes deeper than that; it comes down to your cash flow, building and following a budget, creating a strategy for your debt repayment, deciding the best way to buy your next home or car, talking through your goals, and most importantly, having someone to build your original blueprints, navigate the waters with you, and be there for your numerous course corrections along the way.

Why Should We/I Hire You?

We don’t pretend to be something we’re not. We do true financial planning that is built around numerous aspects of your life, and we will be there every step of the way. We are great at what we do (humblebrag), and we custom-craft financial plans every day for physicians, entrepreneurs, and young professionals.

Our goal is to make planning an enjoyable experience for you. Maybe we can even get you to laugh and smile a few times while dealing with the world’s most stressful topic, money. We expect to work with you for decades; not days, weeks, or years. And, as a result, we hope we become good friends in the process, not just business associates.

At the end of the day, we are building a plan based on educated guesses. That’s right, we said guesses because the financial world is based on assumptions. However, the talking heads or “experts” on TV try to talk to us like they know what tomorrow holds. Unfortunately, we don’t know what tomorrow holds although whatever life throws at you, we will be there for you. We will be ready for that course correction no matter how good or bad it is. Life happens, and navigating through the course corrections is what makes life fun!

Relax, take a deep breath, and If you’re ready to set sail, we are ready to have you aboard!