Emotional Elements

We believe that the emotional elements of your life play a vital role in designing and implementing a thorough financial plan. We pride ourselves on our ability to listen and identify the motivating factors behind each of your goals. WJA’s mission is to counsel you and provide realistic solutions. Whether it’s caring for elderly parents, paying for college, or paying for a wedding, we are here to continuously plan and help make your dreams and needs a reality.

From Our Perspective

Read the perspective of our planners regarding the different points on life’s journey.

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One of our busy, corporate professionals wanted to focus her time outside of the office on her passions, not benefits plans, designations, and financial matters. She loved photography and she loved watching her son play soccer even more.

You should see some of the amazing pictures that she has taken of her son and college teammates enjoying the game they love. She was able to focus her time on her family, knowing her financial matters were taken care of.

Read the perspective of our planners regarding the different points on life’s journey.

Click to learn more about Financial Planning Insight and Employee Benefits Expertise

His cowboy boots always matched his corporate uniform…a suit and tie. Early in our continuously planning relationship, we learned of his desire to own a working cattle ranch. Thus, the unique footwear served as a constant reminder of his ultimate destination.

He has now traded in his corporate uniform for jeans, a work shirt and of course, cowboy boots!

Read the perspective of our planners regarding the different points on life’s journey.

Click to learn more about Financial Planning Insight and Employee Benefits Expertise

A photo of my client with his extended family and a Rice Krispies Treat in the shape of a very recognizable mouse was on my desk when I arrived at the office early one morning.

The note from my long-time client, now retired from corporate America, simply said, “Thanks!”

Read the perspective of our planners regarding the different points on life’s journey.

Click to learn more about Financial Planning Insight and Employee Benefits Expertise

The son of one of our recently widowed clients was relieved to find out that everything was in its place after his father suddenly passed away.

He was thankful that he could spend that time with his mother during one of the most trying times of her life.

Allow Us to Accompany You on Your Journey