The Planning Club

Equip Yourself For Financial Success

Here's How You'll Be Helping Your Grandkids:

Here's How:

#1: Start Now

Given the power of compounding, start now.

#2: Good Habits

Build good habits.  And the rest is so much more fun!

#3: Custom Guidance

We do not believe "one size fits all."  We listen. We tailor.

#4: Credit Coaching

Debt repayment strategy. Credit score management.

#5: Invest with Purpose

Our clients prefer a dual focus: invest for profit and purpose.

#6: 401K Advice

We help make sure your 401k allocations align with your plan.

#7: Tax Strategy

Why pay a penny more? Tax strategy has to be proactive. 

#8: Dedicated Team

You get an assigned point person focusing on you.

P.S. THE SECRET IS JUST TO START!

Your first steps will be super easy:

Here's a sample of the kind of tools and 

insight to which you will have access:

Here's a Clip @ Our Firm and Co-Founder, Stefan Whitwell

Our investment clients are business owners, 

CEOs, C-suite executives and entrepreneurs.  

As you grow, we'll be right there with you. 

Based in Austin, Texas

Serving Clients Coast to Coast

100% Tech-Enabled and 

Serving Clients Coast to Coast

Clients today expect 

state of the art technology.

And that's what you get. 

All digital. 24/7 access.

We give you an app you can use on your 

phone or tablet to see your whole picture.

We also help keep all of your important financial 

documents organized and cloud accessible.

Ok, so there's a catch... 

Membership in 

The Planning Club 

is not free.

There are two plans: 

(i) Basic and (ii) Platinum.

We admit it, there's a catch...

Membership in The Planning Club is not free.

Two types of Members: (i) Full Members and (ii) Junior Members.

Full Membership:

Junior Membership:

The Platinum Plan:

1. $750 set-up fee +

2. $184/month

- Set-up fee is for Initial Plan Building (2 hours)

- Premier Plan includes annual 2 hour plan review

- Fees also cover access to leading edge software 

- Usable any time but bonus hours do not "rollover"

- Premier Plan best if actively growing your wealth

- Allows for individualized education and coaching

- BONUS TIME: 4 hours/year additional coaching

1. Year 1: $800 upfront

2. Year 2: $25/month

- Includes Initial Plan (2 hours)

- 60 min per year in consultation or coaching

- usable anytime but time does not "rollover"

- month to month after the first year

- plan benefit is the sheer affordability

1. $247 set-up fee+

2. $92/month

- Set-up fee is for Initial Plan Building (2 hours)

- Basic Plan includes annual 30 min plan review

- Fees also cover access to leading edge software

- Usable any time but time does not "rollover"

- Low cost way to kickstart financial planning

- BONUS TIME: 60 min/year additional coaching

- Eligibility: must be 30 and under, single, no kids

The Platinum Plan:

Three Planning Club Bonuses*: 

(these apply to both levels of Membership)

#1. No-Risk: full money back guarantee for 60 days

#2. Your monthly fees go to zero once your investments with Whitwell & Co. exceed USD $1mm

#3. No additional charge for couple vs. single planning

Plenty of time still in 2025 to kickstart 

your financial independence.  Why wait?

The Platinum Plan: