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Salt River Project

PLANwell Benefit

PLANwell is a valuable SRP-paid benefit that helps employees access and improve their household's financial health.

SRP-paid services include:

  • Three consultations with a Blakely Walters financial advisor (typically a $2,500 value)
  • Two review meetings and up to two telephone consultations each following year
  • A personalized action plan
  • An online secure dashboard that puts your whole financial picture in one place
  • The Monthly Insights and Market Monthly email newsletters


How To Begin

To start, schedule a confidential appointment with Blakely Walters by:

After your initial consultation is scheduled, you will receive an email to start our online secure Factfinder questionnaire. You are not required to bring anything with you to your meeting; however, other than completing the Fact Finder, it is very helpful if you can bring a copy of recent pay stubs and any investment or retirement account statements (anything you deem financially important).  The Fact Finder form helps you to organize all of your financial information in one place.  

Your advisor will review your financial situation and help develop a plan tailored just for you and your family. A plan may address budgeting, debt reduction, retirement planning, college funding and other household financial needs.

Advisors are available weekdays from 8:00 AM to 4:30 PM. The advisor can meet with you at the Blakely Walters office in Scottsdale (3333 North Hayden Road, Scottsdale AZ 85251), at any SRP worksite, or via phone / video conference.


Additional Services Outside the PLANwell Benefit

At Blakely Walters, we believe planning doesn’t need to be expensive or complex.

By working closely with you, your family, and your business, we can pinpoint the exact strategies needed to meet your goals. While minimizing prices, we will maximize your opportunity for success.


Just Planning 
(PLANwell Benefit)
  • 3 Initial Meetings
  • Comprehensive Review of Finances
  • Goal Setting
  • Documented action plan summarizing recommendations for most critical elements of your plan
  • Access to world class financial planning software for in depth analysis of your financial picture
Investment Management

A combination of planning and investment management

  • Asset Management Schedule Below
    • 0-250k 1%
    • 250k-1mm - .75%
    • 1mm - 5mm - .50%
Additional
Services
  • Investment Management (401k Rollovers, IRA, Roth IRA)
  • Other non-retirement accounts
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Home and Auto Insurance
  • Taxes
  • Estate Planning
  • Mortgage 

Schedule Now

Please follow the instructions below to schedule an appointment with Blakely Walters. 

If you prefer to meet at your SRP location, please contact our office by calling (480) 776-5897 or email info@blakelywalters.com.