About Us

Wagner Planning is a local firm offering financial consulting to individuals & families. Investments are important but that’s not where we start. We start with you and your hopes and dreams for the future. This deep commitment is defined by three core tenets:

    1. Our Approach – Clients feel more secure in their ability to navigate critical financial milestones.

      • We educate our clients to help simplify complex issues, to ease decision making and to avoid costly errors.
      • We have an interactive planning process that delivers concrete answers and a clear path to long-term goal achievement.
      • Our in-depth discovery process helps us to understand your important goals.
    2. Our Unique Capabilities – Clients can relax knowing that a solid team serves as their advocate.

      • The work our team does helps save time and reduces frustration.
      • Our understanding of the details of retirement brings clarity and comfort to our clients in transition.
      • Our specialization and ongoing education allow us to remain up to date on global economic issues and maintain a sensible forward-looking perspective.
    3. Our Focus on Clients – Clients feel cared for and connected.

      • We work with a select number of clients to ensure responsiveness and create a personalized client experience.
      • We send ongoing communication that is based on timely, relevant information and is easy to act upon.
      • We have access to a variety of useful resources to help keep clients focused and informed.

You could turn to a number of firms with your nest egg. At Wagner Planning we have dedicated ourselves to being fully invested in our clients. Our company is structured around this approach. We are here to provide ongoing guidance in order to help you accomplish your financial goals. We are here to help you envision, plan, and achieve.

We are a Fiduciary Firm

Wagner Planning is a fiduciary firm. We are ethically and legally obligated to always base our advice on what is best for you as the client. Our clients come first. We always provide the highest quality client service and address every situation individually without being locked into one single sales platform and without using proprietary products or generalized investment strategies. All strategies are customized based on individual client needs and goals.

Wagner Planning Philosophy

Financial planning is about you and your life.  As planners we strive to discover with you your lifelong goals and objectives, fears and emotions regarding finances.  Understanding this about each client allows us to develop a tailored strategy for your financial success.

At Wagner Planning we believe it is our job to generate, with a high degree of probability, a desired outcome.  We do this by creating order out of the chaos that is today’s world of information overload and rapidly changing economies, markets and tax laws.  Asset allocation and diversification are key factors in the overall success of an investment plan.  Each portfolio is individually managed with the clients’ goals and objectives being of the utmost importance.

As a financial professional, Sandra is able to select from a wide universe of investment tools.  Through focus, discipline, balance and moderation we filter the information available to manage risk for our clients.

We believe in a tradition of long-lasting client relationships.  Our goal is to make sure our clients know that they are not alone in navigating the complex world of financial planning and investing.  Our overriding principle, which guides all of our actions, is our responsibility to you, our client.  Our relationship with you will reflect our honesty and concern for you and your interests alone.

Fees

We provide a complimentary 30-minute phone consultation for potential new clients. This is an easy way to determine if Wagner Planning is a good fit for you.

As a fee-based financial services firm we charge based on the complexity of your financial situation. For consulting contracts, an hourly fee applies. This is typically for large, big-picture planning projects such as retirement planning, financial planning, or college planning.

For Asset Management Services, fees are based on a tiered schedule and average about 1%. The ideal client is focused on their financial future rather than beating the market. We provide inter-generational planning and if you are willing to save, we are willing to grow with you.