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9841 Irvine Center Drive, Suite 130, Irvine, CA 92618

(949) 250-9955
shelbyw@wealthplanoc.com
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Financial Planning
By the Professionals at Wealth Planning Group

Client Centered

Financial planning is the process of working towards the accomplishment of your life goals through the on-going management of your personal finances.

Wealth Planning Group is committed to helping our clients set and pursue their financial goals. The principals, Karl Dimler and Robert Engel have 65 combined years of experience in designing, implementing and servicing financial plans for their clients. For more and more people, the need for a personal financial plan is becoming more acute.

Our world has changed a lot from the last generation.

We’ve gone from a society primarily of corporate pensions and lifelong employment at the same company to a world of job changes, 401(k)s, soaring health and college expenses, and many other complicated issues that the previous generation simply did not deal with. We’re just not the same society anymore.

At Wealth Planning Group financial planning is an ongoing approach to managing all areas of your financial life. We help you examine your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably. We also help you plan for taxes and risks such as disability and death; and also planning for leaving a legacy.

Seeking to increase our odds for success, we focus on systematic, periodic reviews of our clients’ needs. The planning process is grounded in three revolving key steps:

  • Consult
  • Advise
  • Act

Within this process we generally use a five step approach:.

  • Identify and prioritize your goals.
  • Gather and analyze data.
  • Propose Strategies
  • Take appropriate action.
  • Monitor progress and adjust course as needed

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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