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Linda Polwrek, CFP®, RICP©, MBA

16 N. Marengo Ave Suite 409
Pasadena, CA 91101

Creating My Financial Plan

The process begins with a meeting to discuss your financial goals and situation. Linda will take all your most recent financial information and can create a financial plan customized for you. After completing a financial plan (usually within 4 weeks), she can present options and recommendations to you. The last meeting would involve implementing the recommendations from your financial plan. Then depending on the level of service you choose, she can meet with you quarterly or semiannually to learn additional concepts and review your financial situation.

There is no fee for the initial consultation*. If you would like to continue, the cost varies depending on the complexity of your financial situation, the level of analysis and how often you would like to meet.  If you decide to employ Linda's Financial Planning services, she can quote you a price in the first meeting. Then it's up to you to decide if you wish to proceed.

*The free consultation provides an overview of investment and financial planning services offered through Waddell & Reed, Inc. You are not obligated to purchase any products or services as a result of receiving the free consultation. 12/19

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