Comprehensive Financial Planning

Comprehensive Financial Planning

When you succeed, we succeed. At WJ Interests, our primary objective is to help you achieve your financial goals. Through a comprehensive financial planning process, we help you clarify and quantify these goals. We then jointly develop strategies to achieve these goals as efficiently as possible.

WJ financial plans are made up of two parts:

  1. A plan that identifies your goals and the steps needed to meet those goals. This can include an analysis of your insurance policies/coverage, tax situation, wills, and other items.
  2. A financial projection that helps answer the “ifs, ands or buts” of your plan. Our unique and self-designed software allows us to run various potential scenarios, and then test these scenarios to make sure they work in many different potential market environments.

We believe a financial plan is a living document, not something etched in stone. As the circumstances in your life change, we will work with you to update and modify your plan.