About Well Planned Financial

Well-Planned Financial, LLC is a fee-only financial advisory firm providing financial education and financial coaching services to Gen X and Millennial professionals when they want an advocate on their side and accountability in their corner. The office is at 50 Middlebrook Ave., Suite 304 in Staunton. They can be reached at (540) 302-5252, via email at pswann@wellplannedfinancial.net, or on the web at wellplannedfinancial.net.