Financial planning that helps you gain clarity, confidence, and peace of mind.
As a CFP® in the West Michigan area – specifically working with clients in Shelbyville, we provide you with personalized financial planning built around your goals, values, and life.
Here’s what we help with:
The 9 Components
Hover over the tree to meet each of the 9 components.
Your financial plan should give you clarity, direction, and a deeper sense of purpose.
At 310 Wealth, we take a comprehensive approach by focusing on all 9 areas of your financial life. Each one matters — and the way they fit together matters even more.
We don’t believe in piecemeal advice. We help you connect the dots so your entire financial life works in sync with your values and long-term goals.
Financial planning that fits your life
Whether you’re planning for retirement, growing your business, or just trying to get a better handle on your money, having a clear, trusted plan makes all the difference. We help individuals and families in and around the Shelbyville area create personalized, values-driven financial strategies that bring clarity, peace of mind, and real momentum.
Here’s our process:
A no-commitment 30 minute conversation with the goal of getting to know you as a person.
This is your first step towards Financial Clarity!
We want to hear about what motivates you, what matters to you, and what gets you up in the morning.
Ordinarily, we don’t cover anything financial in this first meeting. Really!
Another 30 minute conversation with the goal of getting to know your finances better.
If you decide to move on to the second step, we will get a 30,000 ft view of your financial picture.
This will include everything. From your investments, cash flow, insurance, estate plan, and everything in between. Our goal here is to take inventory.
A 5-7 meeting process, diving deep into your finances and your goals.
Think of this step as a trial run. You get the opportunity to discover what it is like to work with 310 Wealth on a consistent basis.
At the end of this step, you will have a fully built out financial plan that makes sense to you. This will include a Financial Clarity Roadmap and a RightCapital financial plan with lifetime access!
Ongoing financial plan implementation and adaption.
If you decide the plan alone is enough for you, great! We wish you the best of luck in implementing your new financial plan.
If you would like to continue working together and have us help you implement your financial plan, we would be honored to continue working with you.
**310 Wealth Planning has not provided any compensation for the testimonials shown above. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Read the success stories
Here are 3 examples of clients we have helped in the Shelbyville area.
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Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 