Comprehensive, Unbiased Financial Planning Starts Here

In a financial landscape where many professionals are tied to selling insurance or investment products, Alitis Wealth Planning offers a refreshing alternative: fee-for-service, unbiased financial planning.  

At Alitis Wealth Planning, clients receive financial guidance without the pressure of purchasing products, providing a tailored approach that caters to individual needs. 

“For most people, their financial planning often goes through their investment advisor if they have a large portfolio, but lots of people benefit from financial planning, including young families and business owners who might not have large investment assets,” says Shawn Fetter, Certified Financial Planner.  

Who benefits from Alitis Wealth Planning? 

Financial planning is often associated with retirees or those managing large investment portfolios, but Alitis Wealth Planning serves a broader demographic. By working with individuals at all stages of life, they ensure that a wider range of clients can access valuable financial guidance. 

One of the hallmarks of Alitis Wealth Planning is their customized and ever-evolving approach. Every financial plan is created through a thorough intake process, considering each client’s unique goals and circumstances. 

Following this practice, Alitis Wealth Planning believes that financial plans should be dynamic. Life changes, updated tax laws, and personal circumstances shift, making regular check-ins once or twice a year crucial to ensuring the plan remains relevant. 

“Financial planning is probably the only profession where you touch almost every aspect of a client’s life. We talk about their health, family dynamics, cash flow, and more,” Emily Hofmann, Certified Financial Planner says. 

Handling sensitive conversations with care 

Financial planning often involves difficult discussions, particularly around estate planning. Alitis Wealth Planning professionals are trained to handle these conversations with care, mirroring their clients’ comfort levels. “I remember meeting a gentleman who couldn’t say the word die,” Fetter says. “He’d say, ‘One day, when that thing happens.’ You’ve got to be sensitive to people’s comfort levels and mirror their language when discussing real-world events.” 

Why Certified Financial Planners matter 

Certified Financial Planners Emily Hofmann and Shawn Fetter

With various titles and certifications used in the industry, the term financial planner can be misleading – it’s essential to know your advisor has the qualifications you need. At Alitis Wealth Planning, Certified Financial Planners (CFPs) provide reassurance that clients are working with highly educated, experienced professionals. “Consumers need to ensure they’re working with professionals who have the education and experience,” Fetter says. 

With Alitis Wealth Planning, clients receive more than just financial advice – they gain a partner dedicated to guiding them through every aspect of their financial journey, ensuring their goals are met with care, expertise, and a truly comprehensive approach. 

Upcoming free seminars 

 

Alitis Wealth Planning is offering two complimentary in-person estate planning seminars this October. These seminars are designed for anyone interested in understanding the key components of estate planning, including legal documents, taxes & probate. Whether you’re a young adult starting to plan for the future or a retiree looking to ensure your assets are protected, this seminar is perfect for anyone interested in securing their legacy. This seminar is also an invaluable resource for executors who may be responsible for carrying out someone else’s wishes. Being named an executor comes with significant legal and financial responsibilities. By attending, you’ll gain a clear understanding of your duties, from managing assets and paying debts to distributing inheritances according to the will.