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.