Most of our clients come to us with complex lives and a sense that their financial world feels disconnected. They’re looking for clarity, coordination, and a partner who understands more than just the numbers.
At Woolman Financial Group, our process is built around one central goal: helping you align your financial life with what matters most. Whether you’re preparing for retirement, transitioning a business, or shaping a legacy, we guide you with structure, empathy, and experience.
We don’t begin with numbers. We begin with purpose. Here’s how we turn that into a plan you can trust.
This is a 20-minute introductory conversation designed to explore mutual fit.
We ask about your current priorities, concerns, and timeline for transitions. You ask us about our philosophy, process, and how we serve.
There’s no commitment. Just a values-first conversation to see if we should go deeper.
This is where we listen deeply.
We explore your vision, values, financial structure, family dynamics, and what keeps you up at night. We also review your existing financial documents, but only after understanding the story behind the numbers.
Discovery gives us the clarity we need to design a plan that actually reflects your purpose.
With insights from discovery, we present a high-level review of your current financial picture.
We highlight strengths, blind spots, and strategic opportunities you may not have considered. Most importantly, we map out your options for protection, growth, tax strategy, and legacy.
For many, it’s the moment everything clicks: the confusion lifts, the blind spots become clear, and the future starts to feel manageable again.
Once we know your goals and what needs to change, we design a comprehensive wealth strategy tailored to you.
Your plan may include:
Protection to secure your income and assets
Retirement income design
Legacy and estate strategy
Tax diversification
Investment approaches that balance risk and reward
You’ll leave this meeting with a structured framework and clear explanation of your proposed strategy.
We move from strategy to execution.
We open accounts, coordinate with your CPA and attorney, and complete documentation. We guide each step so nothing gets missed and you stay informed.
You focus on your life. We handle the rest.
Life changes. Markets shift. Goals evolve.
That’s why we meet regularly to review your plan, adjust where needed, and keep everything aligned with your evolving vision.
You’ll also receive timely communication, educational insights, and integrated updates from across your advisory team.
Whether you're navigating retirement, managing a legacy, or supporting your family’s future, our review process helps you stay aligned and empowered. This isn’t a one-time engagement. It’s a long-term partnership built on trust.
We respect your time and make the process efficient without compromising depth:
3–5 hours during the discovery and design phase (spread over multiple sessions)
Minimal time during implementation
1–2 hours annually for strategic reviews
You bring your story. We bring the structure.
Because clarity is valuable. But time to enjoy what you’ve built? That’s priceless.
20 minutes to explore how well we align.
The information provided on this site is for educational purposes only and is not intended as investment, tax, or legal advice. Please consult your qualified professional before making any financial decisions.
Testimonials represent individual client experiences and do not guarantee similar outcomes. No compensation was provided for these testimonials.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate or MML Investors Services, LLC or its affiliated companies.
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