You’ve heard it all. Your brother-in-law says max out the 401(k). Your coworker swears by index funds. The internet says you need $2 million to retire. Maybe. Maybe not. It depends on your numbers.
WealthPrint is how we figure out your numbers. It’s a 4-meeting financial planning process where we dig into your actual situation and build a plan around it. Not a template. Not a cookie-cutter portfolio. A plan built from your income, your goals, your tax situation, and your timeline.
Three weeks from your first call, you’ll have it in hand.
The Process
Four meetings. Six areas of your financial life. One plan built around all of it.
Retirement Planning
Are you on track to retire when you want to? We'll run the numbers and show you exactly where you stand. If there's a gap, we'll build the strategy to close it.
Tax Planning
Kentucky has its own tax quirks. We look at your federal and state picture together and find ways to keep more of what you earn, now and in retirement.
Estate Planning
Who gets what, when, and how. We'll make sure your wishes are clear, your family's protected, and you're not leaving a mess behind.
Investing
Your portfolio should match your goals, not someone else's risk tolerance. We build an investment strategy around your timeline and what you actually need the money to do.
Business Planning
Own a business? We'll help you cut your tax bill, set up the right retirement plan for your team, and start thinking about what happens when you're ready to step away.
Insurance Planning
Most people are either over-insured or under-insured. We'll figure out exactly what coverage you need and cut what you don't.
Frequently Asked Questions
How long does it take to go through the WealthPrint financial planning process?
About three weeks, start to finish. Here’s how the four meetings work:
- Free 20-Minute Phone Call – We talk about what’s going on in your financial life and whether it makes sense to work together. No cost, no pressure. Before the call, we’ll send you a short list of things to have handy.
- Data Gather Meeting (virtual or in-person) – We go deeper. Income, expenses, accounts, goals, concerns. Depending on how complex things are, this meeting might not even be necessary.
- Proposal Meeting (virtual or in-person) – We share what we found. Red flags, opportunities, and what we’d recommend. We’ll also tell you exactly what it costs to work together.
- Plan Presentation (virtual or in-person) – You get your WealthPrint financial plan and we start putting it into action.
Do our meetings have to be in-person?
Not at all. We work with clients across the country through video conferencing, and it works great. Honestly, most of our local clients in Lexington prefer it too. It’s faster and you don’t have to deal with parking.
How much does the WealthPrint financial planning process cost?
It depends on your situation. A straightforward plan costs less than a complex one with multiple businesses and trusts. We’ll talk through pricing after your free 20-minute phone call, once we understand what you actually need. No surprises.
What information do I need to have prepared to get started?
We’ll send you a short prep list before your first call. Nothing crazy. The first conversation is a surface-level look at where you are financially and whether the deeper work makes sense.
What is the first step?
Book a free 20-minute phone call. That’s it. No commitment, no sales pitch. Just a conversation.
