Your Questions, Answered

  • We offer a range of financial solutions designed to meet your needs, whether you're just getting started or planning for the future. Everything is tailored to help you move forward with clarity, confidence, and long-term security. See our Services page.

  • Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

  • Please feel free to send your resume along with a brief explanation of why you should be considered to hr@wholelife-plan.com. Kindly note that due to the volume of inquiries we receive each week, response times may vary.

  • Yes, we offer remote work where it aligns with team and business needs.

What are people saying?

A young man with curly hair and a beard, smiling, wearing an orange sweater.

Jay made planning for my family so simple. Very knowledgeable guy. I feel confident knowing we’re protected - Jose

A smiling man with gray beard and a woman with curly hair, both indoors.

With my husband being older, I’m concerned about him passing away. It could leave me unable to pay the mortgage and our kids education. They helped me get a plan that would cover or pay off the loan, preventing the loss of our home and take care of my children while I grieve. Knowing monthly payments or the balance are handled gives me stability and lets me focus on recovery and family. That gives me peace of mind - Ashley

A woman smiling and looking happy, standing outdoors near a building.

Natali is so amazing. She was able to provide benefits to my employees at no cost to me. I’m very grateful. Anything to minimize overhead :) - Evelyn

Young man with crossed arms against a blue background

Man I had no idea that there are options where you can have a retirement of over a million dollars tax free. Sign me up! All jokes aside, I was always worried because I watch my parents struggle in retirement. If I don’t plan to succeed I plan to fail - Brian

A woman in a yellow top holding and kissing a young child in a blue sweater outside near a gray wall and potted plants.

With my salary, I was afraid on not having enough saving to send my baby to college. They showed me plans where my savings can grow to meet my financial goal. I didn’t know such a thing was possible. Thank you WLP Team - Samantha

Confident young woman in a black blazer with arms crossed, standing against a gray wall.

I bounced around jobs a lot unsure of what I want to do with my life. I really love helping people. I inquired about a career as a financial professional. Now am able to work remotely and have more time with my family. Thank you Jay - Sophia