Get Your Whole Financial Life Into One Plan Your Family Can Follow (From An Advisor Who Isn't Tied To Selling You Products)
See How Organized You Really AreTake the 2-minute checkWhat Changes When It's All In One Place
One Family Plan
Every account listed and named
Beneficiaries checked
Insurance matched to need
Will, trust and powers reviewed
Your family knows where it all is
Nobody Plans To Be Disorganized. It Just Piles Up.
A 401(k) at one job. Another at the next.
An IRA somebody opened for you.
A policy through work. Another one you bought.
A will in a drawer. (Somewhere.)
Each piece made sense when you did it.
But nobody ever lined them up.
So if something happened tomorrow... would your family know what you own? Where it is? Who to call? Most people answer honestly: not really.
So Who Gets It Organized? You Have Three Options:
Do It Yourself
Spreadsheets, logins, statements, policies. Then keep it current. Every single year.
Ask Whoever Sold You Something
Maybe helpful. But neutral advice is hard to get from someone paid on the product.
One Fiduciary Plan
One planner, required to put your interests first, organizing all of it into a plan you understand.
The Piece Most Plans Skip: Your Legal Documents.
Answer plain-English questions online. A licensed attorney reviews every plan. Then Amilka checks it against your accounts and beneficiaries.
See How Organized You Really AreTake the 2-minute checkTypical documents shown. What you need depends on your situation.
Meet Amilka Delgado
Founder and President of Wisdom Planning Group, an Orlando registered investment adviser founded in 2014.
Amilka started a financial planning career in 1999, after serving in the United States Marine Corps. Palm Beach Atlantic University graduate. The firm works as an independent fiduciary, so the advice is not tied to selling any company’s products.
But none of that matters unless your family can find what they need when it counts.
CRD #4097387. Check the background on BrokerCheck.
How Organized Are You, Really? Score It In 2 Minutes:
0 / 8
Tap an answer for each one.
Fair Questions:
"I don't have enough money for a planner."
Organization is not about how much you have. It is about whether your family can find it. That matters at every level.
"I already have an advisor."
Good. Ask them one question: who has checked my beneficiary forms against my will? If nobody has, that is the gap.
"This turns into a sales pitch."
Wisdom is not tied to selling any company’s products. And you start with the check. If you score 8 out of 8, you may have nothing to fix.
"Do I have to live in Orlando?"
No. The firm works with clients in Orlando and nationwide.
"Who writes my legal documents?"
Not Wisdom Planning Group. A licensed attorney at The Succession Firm, a separate law firm, reviews your plan under its own engagement with you.
"What does it cost?"
That depends on your situation and the work involved. You get the fees in writing before you commit to anything.
A Year From Now, If You Act
One plan. One page. Your family knows where everything is, and who to call.
A Year From Now, If You Don’t
Same drawer. Same logins nobody else knows. Probably fine. Until someone has to go looking.
Two minutes. Four questions.
Your call.