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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

Finances don’t have to be

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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Working Together

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

Warren Quoted on WalletHub Site

Submitted by WWA Planning & Investments on January 15th, 2021
Warren gives his advice regarding college students building their credit. 6 Best College Student Credit Cards of October 2020.
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Reflecting On Lessons Learned In 2020

Submitted by WWA Planning & Investments on January 6th, 2021

I’ll confess. I am not good with budgeting. I have a rough idea of what I should spend, but often get distracted and don’t pay close attention.

My husband and I are to the point in our careers where day-to-day money management does not affect our overall financial situation.

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The Terrible, Horrible, No Good, Very Bad Year

Submitted by WWA Planning & Investments on December 30th, 2020

With apologies to author Judith Viorst, the title of her ‘Alexander’ book from 1972 seemed perfect for my 2020 year-end article.

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