Who We Are
The WJ Team
Why CFP® Matters
Why Fee-Only Matters
What We Do
Comprehensive Financial Planning
Professional Investment Management
Fee Structure, ADV & Form CRS
Who We Serve
Typical Client Profile
Questions To Ask
How Does a Stock Market Crash Impact Your Financial Plan?
The recent market decline brought to light a major concern shared by many of our clients. Will my...
June 17, 2020
Explaining the COVID-19 Oil Crash
Visual Capitalist posted a great, simplified summary last month on why oil prices went subzero on...
May 29, 2020