When clients join Whitwell & Co.,

we walk through the planning process together, one step at a time.

We give you access to a state of the art dashboard, so you can see all of your assets in one place on any device. We also use e-signing since it is easier, faster, and saves trees.


Join the The Planning Club™ today for fee-only-planning or automatically qualify for a number of included planning hours when you become an investment management client with a minimum account size of $1,000,000.


When you can see all your assets in one place, you can analyze the financial pros and cons of different life paths, and figure out the right strategy for social security and RMD withdrawals.

Join The Planning Club today.