Services

Your Financial Partner Through all Life’s Twists and Turns

Wolff Financial provides comprehensive financial planning. From cash flow optimization to retirement planning, Brittany helps clients plan for their optimal financial futures.

CASH FLOW & DEBT MANAGEMENT

Brittany will work with you to assess your current income and expenses. Together, you’ll determine how to best manage your cash flow and prioritize outstanding debt, keeping in mind available tax benefits, interest rates, and your overall financial goals.

EMPLOYEE BENEFITS OPTIMIZATION

Brittany can support you in making the most of your own employee benefits, such as your 401(k) or savings plans. If you own your own business, Brittany can also help you identify the employee benefits solutions best suited to your business needs and personal retirement goals.

RETIREMENT PLANNING

Whether you are nearing retirement or at the peak of your career, Brittany can help you understand your current position in relation to your retirement goals, as well as steps to take to increase the likelihood that your wealth outlives you.

INVESTMENT ANALYSIS

Brittany can help uncover the best investment vehicles and strategies, given clients’ unique investment goals and risk preferences. She can also provide guidance on how to open an investment account at an established broker/dealer.

RISK MANAGEMENT

Risk is inherent in your financial picture, but understanding how and when to manage it is key to your financial success. Brittany is skilled at helping clients understand their exposure and make decisions related to risk.

COLLEGE SAVINGS

Whether you’re looking to set aside college tuition funds for your children or your grandchildren, Brittany can help you determine how much to save and for how long. She can also assist you in understanding eligibility for financial aid and the best ways to fund post-secondary education.

ESTATE PLANNING

In conjunction with your personal attorney, Brittany can help you gather and create the proper arrangements—including a will, trust, personal estate plan, and tax strategy, among other documents—to protect your family legacy.

INSURANCE

From life, disability, and health insurance to home, automobile, and long-term care insurance, Brittany supports clients as they navigate possible insurance options and helps them understand how to select policies that provide the proper protections.

TAX PLANNING STRATEGIES

A current understanding of tax provisions that affect you and your business can help you manage your income and investments efficiently. Brittany works with clients to understand how to minimize the impact of taxes on their overall financial picture.

FINANCIAL GOALS

Brittany helps clients bridge the gap between where they are right now and where they hope to be someday. She will identify the steps and budget management techniques you need to meet and exceed your financial goals.

Process

STEP ONE

DISCOVERY MEETING

The Discovery Meeting will help Brittany assess if she is the right fit for you. If we decide to move forward with financial planning, we will send a proposal and onboarding materials after this meeting.

STEP THREE

ORGANIZATION MEETING

The Organization Meeting will help you sort through your financial life. This will not only help us with gathering information for the financial plan, but also give you peace of mind knowing that all of your information is in order.

STEP FIVE

EMBARK MEETING

The Embark Meeting is when Brittany will present you with next steps to reach your goals. Don't worry, she won't just hand you a 100-page report and send you on your way. She will serve as your accountability partner as you execute your financial plan.

STEP TWO

VALUES & MINDSET MEETING

During the Values and Mindset Meeting, we will dive deeper into what you desire most and what money means to you. The goal of this meeting is to set overarching goals that will guide your financial plan. 

STEP FOUR

STRATEGY MEETING

During the Strategy Meeting, we will bring your values and financial information together. At the end of this meeting, we will have a list of clearly defined goals.

STEP SIX

CHECK IN MEETINGS

Life happens, so we will keep in touch to stay on top of any changes that need to be made and keep you up to date on your progress.