Fee-Only Financial Planning (CFP®)

At Wealth Analytics, our goal is to help you create the most enjoyable journey at each of your life’s stages.

Think about the last time you went on vacation. You probably had a set destination and plan for how you’d get there. Maybe you had a budget and even an itinerary of activities and places to visit. You probably wouldn’t think about going on a trip without some kind of plan in place.

However, many people manage their financial strategy without a plan.

A Comprehensive Financial Plan

A comprehensive financial plan serves as a guide for your financial journey. You can use your financial plan to make informed decisions about:

  • Retirement Planning
  • Risk Management
  • Investing
  • Estate Planning
  • Taxes
  • And much more

Do you have a comprehensive financial plan? If so, how do you know you’re on track to reach your destination? At Wealth Analytics, we can help you develop and implement a custom plan to reach your goals.

Let’s connect soon and start the conversation.

Click Here To Get Started
Financial Planning, San Diego and Orange County

Where Are You?

Nearing Retirement

Help me plan for the future!

Ready to Retire

Help me get a plan in place!

Already enjoying Retirement

I’m already

Help me plan to make my money last!

Hourly Financial Planning

Select one of the three life stages above for details on how our San Diego retirement planning firm can help you at any point in your life.

In addition, on a limited basis we offer hourly financial planning with our team of financial planners. The cost of hourly planning is $250 per hour. Hourly consults involve time where we meet with you to learn about you and discuss the questions and topics you would like to cover, as well as time our team spends afterwards analyzing and creating recommendations for you. Hourly consults cover a limited scope of questions. Contact us to get an understanding of the hours required to best assist you in your situation. Whatever your specific needs are, we look forward to working with you!

Our retirement planning services at Wealth Analytics involve the following considerations:

Building a Model

of expected expenses and income in retirement

Evaluating Strategies

for taking Social Security and Medicare

Determining Sustainable Withdrawal

from the entire portfolio of investments and meeting IRA required minimum distributions

Coordinating Financial Resources

such as investments, pensions, 401k retirement plans, IRA’s, and savings accounts


the need for long-term care insurance


and updating the plan as needed

It would be nice to have a plan in place that fits our own life vision and desires — a vision that marries making money with doing what we love and inspires in us more hope than dread.– Mitch Anthony, Author of The New Retirementality

Get Started

With our fee-only financial planners.