Linda K. Polwrek 

CFP®, MBA, CMFC, CLTC, RICP®

CONNECT

Address:


Waddell & Reed, Inc.

80 S. Lake Avenue, Suite 720

Pasadena, CA 91101

Phone:

626-460-7088

Fax/Other:

626-568-2927

FAQ

Is there a fee to meet with Linda?

There is no fee for the initial consultation*.  If you decide to employ Linda's Financial Planning services she will quote you a price in the first meeting.

Does Linda meet during the evenings? 

Yes, she is available from 7:30am – 6:30pm on Monday - Friday. 

What should I bring to a meeting?

These documents help ensure your discussion is accurate and meaningful. Click on the links below to retrieve the forms:
1) Document Checklist:  Checklist of documents to assemble and bring to your meeting. 
2) Expense Sheet:  Fill in with either your monthly OR annual expenses.  You may send an email  to lpolwrek@wradvisors.com before your meeting.

What is the financial planning process?

The financial planning process begins with a meeting to discuss your financial goals and situation. I will take all your most recent financial information and create a financial plan customized for you.  After completing your financial plan (usually within 4 weeks), I will present options and recommendations to you. The last meeting is to implement the recommendations from your financial plan. Then depending on the level of service you choose, I can meet with you quarterly or semiannually to learn additional concepts and review your financial situation.

How much does a Financial Plan cost?

The cost varies depending on the complexity of your financial situation, the level of analysis and how often you would like to meet.  I will quote you a price at the end of the first meeting.  Then it's up to you to decide if you wish to proceed.

 

*The free consultation provides an overview of investment and financial planning services offered through Waddell & Reed, Inc. You are not obligated to purchase any products or services as a result of receiving the free consultation.

 

Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser.  Please contact Linda for more information or request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.  

03/17