Financial Planning
Financial planning is the cornerstone of what we do at Womack & Associates. Our goal is to help you focus on the aspects of your money you can control (risk, fees, taxes, budget) so you know where you stand and where your headed.
Finances can be complex, but our goal is to make things simple and easy to understand. Our comprehensive process looks at all aspects of your financial situation to determine the right plan of action to achieve your overall short-term and long-term goals.
We work with you to develop these goals, prioritize what is most important to you, and then provide recommendations based on those priorities.
Best of all, we provide our services on a fee-only basis. Because we do not sell financial products nor receive commissions or referral fees, we are independent and objective in our recommendations, resulting in the best possible service to our clients. In addition, we recognize that each client is unique; therefore, our planning approach is tailored to each individual’s specific situation.
We dive into the details to research the options specific to your situation and we explain those options in detail so you can make the best decision based on your needs. We will then work with your trusted advisor team to implement your plan.