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Financial Advice

As Individual As You Are

Most Financial Decisions You only have to Make Once – We Help clients make them every day

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Life’s Complicated

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Our clients have one stop access to all their financial information and documents

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Through Life’s Transitions

Most transitions are emotional as well as financial. We work with you to identify your fears and concerns so you can move forward confidently.

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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Schedule your 2-hour session today and stop worrying about tomorrow.

 

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Jalene Hahn

CFP®

My journey to become a Financial Planner began after my father died and my mother moved to Florida. My mom was appalled at the treatment her...
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Warren Ward

CFP®

Warren began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in...

Latest Blog Posts

The Serenity Prayer, Redux

Submitted by WWA Planning & Investments on April 1st, 2020

Long-term clients & friends may remember this article which I wrote back during 2007-2009’s Great Recession.

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Quoth Warren Buffett

Submitted by WWA Planning & Investments on March 19th, 2020

At least to a limited extent, Warren Buffet and I had the same teacher: Benjamin Graham. The other Warren studied under him in grad school at Columbia and I’ve read his most famous book multiple times.

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Warren Quoted in The Penny Hoarder article "We Asked Some Financial Advisers Everything You Want to Know About Money"

Submitted by WWA Planning & Investments on March 6th, 2020
To view the article, click on the following link: The Penny Hoarder
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