513-733-1750 Why WPC? Services Prospective Clients Current Clients College Planning News and Events Contact Our Services The foundation of our work begins with understanding our clients’ concerns and goals. We establish a plan uniquely tailored to their situation using our Money Coaching System™. The system is a disciplined approach designed to examine your available resources, consider gaps or opportunities in your broader planning, and build the roadmaps for your financial goals and guide you step by step. BASELINE ASSESSMENT Data Gathering Financial Statement Overview Portfolio Analysis WEALTH BUILDING OBJECTIVES Net Worth Statement Retirement Planning with Spending Probability Models Employer Plan Advisory Services College Funding Life Insurance Analysis STEADY INCOME SOLUTION Income Distribution Planning Tax Analysis & Efficiency ESTATE PLANNING Trustee Advisory Services Trust Administration Donor-Advised Funds and Private Foundations Family Wealth Discussions Investment Process Our time-tested process of asset allocation and portfolio rebalancing is managed by our Investment Committee. Your portfolio is constructed based upon our multi-factor models to address the growth and risk characteristics appropriate to your unique situation. Dedicated Investment Team Disciplined Investment Philosophy Asset Allocation Model Portfolio Construction Your Portfolio Portfolio Review Our Office 8370 E. Kemper Rd Cincinnati, OH 45249 Contact Us 513-733-1750 800-551-1704 Office Hours Mon-Thu 8:30 AM – 5:00 PM Fri 8:30 AM – 3:00 PM Important Links ADV Brochure Client Relationship Summary Broker Check by FINRA Privacy Policy © 2020 Wealth Planning Corporation

513-733-1750 Why WPC? Services Prospective Clients Current Clients College Planning News and Events Contact Get In Touch Name Email Address Message Submit Our Office 8370 E. Kemper Rd Cincinnati, OH 45249 Contact Us 513-733-1750 800-551-1704 Office Hours Mon-Thu 8:30 AM – 5:00 PM Fri 8:30 AM – 3:00 PM Important Links ADV Brochure Client Relationship Summary Broker Check by FINRA Privacy Policy © 2020 Wealth Planning Corporation