Our Mission Is Financial Peace of Mind
The Worry-In-Order mission is to cultivate financial peace of mind by removing the triggers of anxiety within our client’s financial world. We accomplish our mission through a reliance on principled decision making, carefully curating our product offerings and the institutions we endorse and by providing a modern-day client experience.
Curated Product Offerings
Worry-In-Order Financial Planning Co. offers discretionary wealth management as well as Life/Health line insurances including both term and whole life, disability income, long-term care insurance policies as well as fixed annuities and employee benefits - all provided through third-party financial institutions that are carefully researched and vetted for quality assurance.
Modern Client Experience
Worry In Order Financial Planning Co. focuses on delivering our financial guidance in the most convenient and data-secure manner available. Our modern business practices leverage AI-enabled notetaking, encrypted-email, virtual meetings and more hosted on Microsoft’s secure, enterprise infrastructure – a delivery model that is both convenient and provided with bank-grade security.
Life Insurance
Term and whole life insurance offerings used for immediate survivor protection as well as long term minded estate and tax planning. Worry In-Order maintains contracts with multiple insurance providers of both term and cash value policies and can assist you in customizing your policy selection to fit your unique needs.
Disability Income
Your future earnings potential is a major financial asset and dependent on your ability to earn. Disability Income Insurance provides an income stream to your family when you’re medically unavailable not only shielding you from the immediate pain of income loss but also the long term pain of focusing on financial recovery.
Long-Term Care
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Annuities
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Investments
The Worry-In-Order Financial Planning Co. provides fiduciary investment management that begins with a personalized assessment of you as an investor and your tolerance for investment risk; a professionally constructed portfolio of securities that represent you as an investor; and the ongoing management and securities selection to maintain that level of coordination between you and your portfolio. ​ Worry-In-Order practices modern portfolio theory in informed investing that emphasizes diversification and full market participation over individual securities investing.