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As Individual As You Are

Most Financial Decisions You only have to Make Once – We Help clients make them every day

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Our clients have one stop access to all their financial information and documents

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Through Life’s Transitions

Most transitions are emotional as well as financial. We work with you to identify your fears and concerns so you can move forward confidently.

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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Jalene Hahn

CFP®

My journey to become a Financial Planner began after my father died and my mother moved to Florida. My mom was appalled at the treatment her...

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Warren Ward

CFP®

Warren began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in...

Latest Blog Posts

Feared by the Bad, Loved by the Good: ________ ________

Submitted by WWA Planning & Investments on May 12th, 2021

Only those of ‘a certain age’ will be able to fill in the blanks in today’s title. For those who are younger, here’s a link to some information about it. This TV show was part of my youth, offering weekly feel-good stories about a band of Merry Men who robbed from the rich and gave to the poor.

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Why Smart People Do Dumb Stuff With Money

Submitted by WWA Planning & Investments on April 26th, 2021

Why do we make dumb money mistakes? The easy answer is that we can’t help ourselves. We are evolutionarily programed to take shortcuts. Our brain is wired to be expedient. Expediency is not always rational.

This irrational behavior is the underpinning of behavioral finance, the study of the influence of psychology on the behavior of investors.

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Up, Up and Away

Submitted by WWA Planning & Investments on April 21st, 2021

"Up, Up and Away" is a 1967 song written by Jimmy Webb and recorded by the 5th Dimension. Although it did well on the charts, it’s been a while so let me remind you of the next few words: ‘in my beautiful balloon’.

I thought of the song as I was talking to a younger friend who graduated from college in 2009.

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