Financial Planning
W Investments is an independent financial advisory firm based in El Dorado, Kansas, committed to personalized advice, long-term relationships, and acting in our clients’ best interests.
Financial Planning Services
Our financial planning process is designed to provide clarity, direction, and confidence in your financial life. Whether you’re preparing for retirement, managing growing wealth, or navigating major life decisions, we work with you to develop a personalized plan tailored to your goals and priorities. Our approach focuses on simplifying complex financial decisions and providing practical, actionable guidance.
We begin with a complimentary initial consultation with Andrew Tipton. This meeting allows us to understand your goals, review your current situation, and determine what level of planning may be most appropriate for your needs. From there, we recommend a planning engagement that aligns with your objectives, timeline, and level of complexity.
We offer three primary planning engagements — Gear, Basecamp, and Ridgeline — designed to meet clients at different stages of life and financial complexity. These engagements may include retirement planning, investment analysis, cash flow planning, insurance review, education planning, estate coordination, and more. Each plan includes personalized recommendations, a prioritized list of action items, and a comprehensive financial plan designed to help guide your decisions moving forward.
Financial planning is structured as a defined engagement with a clear beginning and end. We charge half of the planning fee upfront and the remaining half upon completion of your financial plan. This structure helps ensure alignment throughout the planning process and reflects our commitment to delivering meaningful, actionable results.
Financial planning is not a one-size-fits-all service. Whether you are looking for a retirement snapshot, a comprehensive financial foundation, or advanced planning during peak earning years, our process is designed to meet you where you are and help you move forward with confidence.
Financial Planning Menu
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Gear Ideal for individuals and families that are looking for a snapshot at their progress towards retirement. |
Basecamp Ideal for individuals and families that are looking for a base level plan to organize their financials and plan for their future. |
Ridgeline Ideal for individuals, families, and business owners that wish to preserve and manage their wealth during peak earning years. |
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Hours: 5+ Initial Meetings: 1 Engagement: 1 Month |
Hours: 10+ Initial Meetings: 2 Engagement: 3 Months |
Hours: 15+ Initial Meetings: 2-5 Engagement: 6 Months |
Areas of Analysis:
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Gear Plus: Areas of Analysis:
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Basecamp Plus: Areas of Analysis:
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Initial Plan: $1,500 Renewal: $325/hour |
Initial Plan: $3,000 Renewal: $325/hour |
Initial Plan: $5,000 Renewal: $325/hour |
Plan Maintenance & RenewalsAll financial plans expire after one year if not renewed. Initial plan fees may be charged if a plan is not renewed after one year from initial plan completion. |
Engagement TimeframesAll financial planning information must be received by the end of their financial planning engagement timeframe. W investments reserves the right to terminate financial planning engagements that have exceeded their engagement timeframe. |
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A La Carte Planning Services
| Investment | Ongoing Services | Personal Wealth | Retirement | Tax¹ |
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| Risk | Estate¹ | Education | Business | Executive |
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