Well Planned Financial Featured In Chamber's Small Business Spotlight

This month the Greater Augusta Regional Chamber of Commerce featured Well Planned Financial in their “Small Business Spotlight” monthly segment.

WPF got its start in 2019. Our passion is to provide 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. Regardless of assets or age, we believe that everyone should have the right to work with a financial advisor who is dedicated to working in your best interests.

Learn more about what we do in the Small Business Spotlight video below thanks to our friends at the Greater Augusta Regional Chamber of Commerce.

Interested in learning more about how WPF can serve you? Give us a call at 540-302-5252 or schedule an appointment online!