Wacek Financial Planning offers both comprehensive financial planning and investment management services. When working with me, you can count on me to provide the following:
- Organization - I will help bring order to your financial life.
- Education - I will help you better understand your current financial situation and the choices that you have. I will explain these things in a way that you can understand.
- Objectivity - I will provide unbiased financial advice because I get paid only by you. I have a fiduciary duty to make recommendations that are in your best interest.
- Proactivity - I will help you plan for the uncertainties in your financial life and advise you on taking advantage of opportunities that you may have.
- Accountability - I will help you implement and follow through on your financial plan.
- Partnership - I will work with you, not just for you, to achieve your financial goals.