Do you ever ask yourself…

We help with this.

Find out how

Take what you think you know about financial planners…

and throw it out the window.

(in a good way)

Learn who we are

Advocating for Financial Clarity

Q: “Why do I need a financial planner?”

Everything that a financial planner knows is on the internet. Anyone can DIY their finances. But for some… It’s worth it to have someone standing beside them and looking ahead. It’s worth it to have an extra sounding board for life’s biggest decisions. It’s worth it to have someone to convince you to stick through the storm when life gets tough. Schedule a meeting.

Q: “Why should I work with you over the guy down the road?”

While the traditional “ financial advisor ” may not work with you because you don’t have $500k or $1M or $10M… We work with everyone , regardless of the number in your retirement account. We believe that everyone deserves access to quality financial advice. In addition, most “ financial advisors ” are “ asset managers ” or “ life insurance salesmen ” in disguise. Not us. We actively advocate for your best interests throughout all 9 areas of your financial life: Cash flow, debt management, tax planning, life planning, retirement planning, investments, insurance, estate planning, and generosity. Learn more about how we’re different.

Q: “Are you a fee-only financial advisor?”

Here at 310 Wealth Planning , we only work on a fee-only basis. This means that we do not sell any commission-based products. This includes life insurance. While we believe there are times that commission-based products ( especially life insurance ) may be a great option, we do not sell those products. However, we are more than happy to include them in your plan! We believe that because of this, our advice can be truly unbiased . Learn more about our process.

Q: “Are you a fiduciary?”

Yes. As an AAMS® professional, I am held to their fiduciary standard of ethics. Read more about the AAMS® designation.

Q: “Do I need a certain amount of money in order to work with you?”

Nope! We have no asset minimums, and work with all clients regardless of the number in their investment account. In fact, some clients have even decided to hire us for planning, and trade their own accounts. We welcome it. Schedule a meeting.

Here are 3 examples of clients we have helped.

Matthew

Sales professional with student loan debt

Jordan, Macey, and Olivia

Young family business owner needing direction

Daniel and Nicole

Empty nesters looking to maximize their next life stage

The background: Matthew is 24 and single. He works in the real estate industry on a low salary with high commission options. Even with his income potential, he has struggled to make significant progress towards saving for his future. His main goal is to aggressively allocate money towards his student loan balance.

The background: Jordan and Macey are 28 and 25. They have one child – Olivia. Jordan owns a blue collar service based business with high income during summer months, and lower income during winter months. He has multiple contracted employees and pays himself a monthly salary. Macey is a stay at home mom.

The background: Daniel and Nicole have successfully raised 3 wonderful children. Daniel is the owner of an architecture and engineering firm. Nicole is on staff at their local church. With their kids in college and personal expenses lower than they’ve been in years, they want to make this next transition into retirement count.

Read the success stories

**You deserve a real plan.

A plan that gives you clarity.**

Your financial plan gives you clarity, direction, and it highlights your purpose.

Most financial advisors might focus on how much of your investments they manage, planning for retirement, and selling you a life insurance policy (if you’re unlucky enough.)

We do things differently. All 9 aspects of your financial life are important – and it matters how you mesh them together.

Meet the 9 Components

How do I get started?

FAQs

“Why do I need a financial planner?”Caedmon Meisenheimer, AAMS®2024-10-09T18:27:11-04:00

“Why do I need a financial planner?”

Everything that a financial planner knows is on the internet.

Anyone can DIY their finances.

But for some…

It’s worth it to have someone standing beside them and looking ahead.

It’s worth it to have an extra sounding board for life’s biggest decisions.

It’s worth it to have someone to convince you to stick through the storm when life gets tough.

Schedule a meeting.

“Why do you work with business owners?”Caedmon Meisenheimer, AAMS®2024-10-10T12:06:42-04:00

“Why do you work with business owners?”

We work with business owners because we are business owners.

We understand that the lines between personal and business sometimes get blurry.

We understand what it means to reinvest your cash flow into the business.

We get you.

Plus, we love spending time with people who get us!

Get to know Caed.

“Why should I work with you over the guy down the road?”Caedmon Meisenheimer, AAMS®2024-10-10T12:03:47-04:00

“Why should I work with you over the guy down the road?”

While the traditional “financial advisor” may not work with you because you don’t have $500k or $1M or $10M…

We work with everyone, regardless of the number in your retirement account.

We believe that everyone deserves access to quality financial advice.

In addition, most “financial advisors” are “asset managers” or “life insurance salesmen” in disguise.

Not us. We actively advocate for your best interests throughout all 9 areas of your financial life:

Cash flow, debt management, tax planning, life planning, retirement planning, investments, insurance, estate planning, and generosity.

Learn more about how we’re different.

“Are you a fee-only financial advisor?”Caedmon Meisenheimer, AAMS®2024-10-09T18:23:10-04:00

“Are you a fee-only financial advisor?”

Here at 310 Wealth Planning, we only work on a fee-only basis.

This means that we do not sell any commission-based products.

This includes life insurance.

While we believe there are times that commission-based products (especially life insurance) may be a great option, we do not sell those products.

However, we are more than happy to include them in your plan!

We believe that because of this, our advice can be truly unbiased.

Learn more about our process.

“Are you a fiduciary?”Caedmon Meisenheimer, AAMS®2024-10-09T18:20:55-04:00

“Are you a fiduciary?”

Yes.

As an AAMS® professional, I am held to their fiduciary standard of ethics.

“Do I need a certain amount of money in order to work with you?”

Nope!

We have no asset minimums, and work with all clients regardless of the number in their investment account.

In fact, some clients have even decided to hire us for planning, and trade their own accounts.

We welcome it.

Schedule a meeting.

“Where are you located?”Caedmon Meisenheimer, AAMS®2024-10-09T18:24:29-04:00

“Where are you located?”

We are located in West Michigan, more specifically the greater Kalamazoo area.

We work with clients both in-person from St. Joe to Kalamazoo. As far north as Grand Rapids, and as far south as South Bend.

Although, the majority of our clients are from all around the country. From SoCal to Maine. Florida to Colorado.

Instead of meeting with clients in an office conference room with uncomfortable seats and pens that don’t work, we prefer to meet clients where they are, whether over zoom, lunch, a cup of coffee or in a living room!

Schedule a meeting.

Talk with Caed