What is Financial Planning?

Financial Planning is the process of meeting your life goals through the proper management of your finances.

Why should I work with a Financial Planner, rather than my accountant?

A Financial Planner takes a “big picture” view of your financial needs, including, but not limited to:  budgeting, taxes, investments, insurance, retirement and estate planning.

What is the best age to start Financial Planning?

Financial Planning is worthwhile at any age.  Young people have many decisions to make regarding their financial lives; changing laws and circumstances lead middle-agers and seniors to adjust their financial plans as well.

How does one financial decision affect the rest of my finances?

Every decision is a trade-off of multiple goals. By viewing each financial decision as part of the whole, you can consider its short and long term effects on your life goals.

Why should I give up control of my finances to someone else?

You don’t give up control of your finances when you work with a financial planner!  In fact, we require your participation in investment decisions and encourage periodic review meetings.

What are my responsibilities in working with a Financial Planner?

Provide the planner with all relevant information on your financial situation and life goals. Be sure you understand the planning process and what the planner is doing.  Ask questions and play an active role in decision making, integrating the expertise of the planner.  Meet with the planner periodically to review and update your financial plan.

How are Financial Planners paid?

At A. Rhodes Wilson & Associates, Inc. we are generally paid by fees based on a percentage of assets under management or commissions paid on the products sold to you, and sometimes a combination of these methods. Rhodes will go over these options at your first meeting.

Is there a fee for the initial appointment?

Rhodes offers a one-hour “get acquainted” meeting at no cost.

To schedule your introductory appointment


Call Today - (215) 766-8500         Fax - (267) 454-7774        Email Us - info@ARWwealthmanagement.com
99 Lantern Drive, Suite 201B Doylestown, PA 18901 get directions