Investment planning is one element of an overall financial plan. Investment products are becoming commodities. At Self Worth Financial Planning each client receives a personal, customized investment plan designed to meet their objectives as identified by the financial planning process. While all plans are unique, each plan has the following common elements:

• Client Education
• Asset Allocation
• Tax Management
• No Proprietary Products
• Consolidated Reporting
• Continuous Monitoring

For investment advice, Self Worth Financial Planning Wealth Management uses no-load mutual funds, Exchange Traded Funds, Privately Managed Accounts, and institutional quality index funds to provide the investments you need to reach your goals, while keeping your investment expenses low.  We believe that the proper diversification and asset allocation are paramount to achieving a successful investment experience.  Management fees are charged on a retainer basis and are calculated as a percentage of assets under management.  

If you would like to schedule a Get Acquainted meeting please feel free to call our office at (214) 774-4826.

We look forward to hearing from you.