How's Your Wealth Health?
True wealth is much deeper and more complex than just managing finances. Now, more than ever, proper support must integrate financial wellbeing, life goals, and the desired contribution you want to
make to the world.
Please take our quick, personalized Wealth Health Assessment.
Upon completion, you’ll receive an immediate snapshot of your results via email, and be invited to schedule a complimentary consultation
with our team.
AN EVOLVED PICTURE
Acting as our clients’ concierge, we incorporate their financial and personal life goals into every action and recommendation. Offering comprehensive planning, wealth management, and integrative financial coaching, we support individual, family, and business success across the country.
Forming collaborative, lasting, and valuable relationships with our clients is our commitment.
In taking a comprehensive approach to wealth, you continue to work towards attaining freedom.
Our clients are dedicated to ongoing education and continual personal and financial development.
We take the time to understand your unique situation and strategically plan what works for YOU.
Kelly and her team have been great. We have felt supported and listened to during the process of planning for retirement and getting our financial ducks in a row. Kelly is a calming presence during a process that can be stressful.
Aug 24, 2022
WEG has guided us financially for at least the last fifteen years. We have relied on Ms. Stecklein’s advice and planning to create our retirement and college savings. We endorse WEG wholeheartedly!
Aug 7, 2022
We started using Wealth Evolution Group in 2006. Kelly and her team are amazing. Due to their solid advice and ease of working with them, we have been fully retired and enjoying life for 8 years. What’s gift to be able to have confidence with our financial consulting team.
Jul 7, 2022
We’ve been working with Kelly and team for 12 years. I was fortunate to attend an informational meeting as I prepared to retire from my teaching career that was hosted by Kelly. It was evident that she was familiar with the issues surrounding PERA retirees and offered so much more for our financial health than the financial advisor we had previously worked with. Kelly looked carefully at the entirety of our financial situation and developed a long-range plan for us that set us up for financial security and wise investment of our hard-earned money. We respect and value her expertise and honesty and only wish we had met her sooner! Thank you, Kelly and Team!
Jul 7, 2022
When my husband suggested it might be time to engage a financial advisor, I knew Kelly was the person to contact. So glad we did! She adds perspective that we never would have considered, sometimes acts as a tiebreaker (whether she knows it or not) and is providing a road map to a secure retirement that I'm excited about. We really enjoy working with Kelly and her team at Wealth Evolution Group!
Jun 7, 2022
We highly recommend Wealth Evolution Group. Kelly offers seasoned, trusted financial guidance and her staff are talented and responsive.
Jun 7, 2022
Excellent attention to detail and follow up. I would strongly recommend Kelly Stecklein in Frisco and her team for financial planning.
Jun 7, 2022
These testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
We believe that true wealth is much deeper and more complex than managing finances. Our approach integrates your financial health, your life, and the contributions you want to make.
Our highest priority is building trust as we support you to pursue the financial success and freedom that you desire, all while providing the highest level of service.
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Your wealth is much more complex than just a number in your savings account. Learn how you can manage an increasingly complex situation and still remain WEALTH WISE!