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  • Well Planned Financial LLC

    Well Planned Financial LLC


    Financial Planning

    About Us

    Well-Planned Financial, LLC is a fee-only financial advisory firm, providing services to Gen X and Millennial professionals who come to us for financial education and coaching when they want a financial ally on their side and accountability in their corner.

    We believe that everyone has their own unique “financial personality.” Your financial personality has developed over your lifetime and if you have a spouse or partner, remember that opposites typically attract. We work hard to understand the financial personalities involved. However, we are not judgmental nor do we look back on past mistakes. We start from where you are today and where you want to be. There is no FOG (fear of guilt) over past money management.

    Use this to schedule a call or in-person meeting if there is something more comprehensive you want to discuss:


    Philip Swann
    WPF Office Building