Our Core Beliefs
Our financial planners observe the fiduciary standard of care
WePlan only connects you with a financial planner who has signed a fiduciary contract—a legal obligation that requires they look out for your best interests. We wouldn’t have it any other way.
Financial planning should be individualized
Our financial planners see the big picture without losing sight of the person. Your lifestyle, hobbies, goals and personality are taken into account to provide a financial plan that’s only fit for you.
Financial literacy is a key component for a prosperous future
Financial literacy—the ability to understand how money works in the world—is crucial for making calculated decisions about money. Saving money, managing bills and building credit are skills that aren’t taught soon enough. WePlan donates a percentage of its annual profits to ensure financial literacy reaches the right people in our community.
Jargon is for big banks
Financial planning can be a jargon-filled mess of bottom-up investing and disintermediation. Banks pride themselves on complicating financial matters for the rest of us. WePlan uses a common tongue we can all understand.
An Honest Mechanic mentality
Does an honest mechanic make as much as the competition? Unlikely. But he knows that honesty builds trust, and trust goes a long way. Our financial planners will happily disclose exactly what you’re paying for.