Contingency Fund
Planning Services
Building a well-structured contingency fund is crucial for financial security. Let WealthArch help you construct yours.
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Planning for life’s unexpected events can feel difficult to prepare for, especially when you need to plan ahead to protect your loved ones. At WealthArch Investment Services, we are committed to safeguarding your financial future, and our experienced advisors provide holistic contingency fund planning to our valued wealth management partners. We help our clients create a personalized roadmap to financial independence, and a contingency fund is an essential building block that gives you the peace of mind to navigate your journey.
While there’s no telling what surprises life has in store, expert fiduciary advisors at WealthArch understand the importance of a well-structured contingency fund. Not only does having a comprehensive plan shield you and your family from financial hardships, but it also gives you the freedom to maintain financial security over the long term, oftentimes for generations to come.
When you place your financial health in the hands of WealthArch, we help you map out every detail of your contingency budget plan by taking a fine-tooth comb to your financial situation. Our wealth management clients have the opportunity to review life insurance needs with our fiduciary advisors and gain insight into realistic expenses associated with end-of-life care.
As your trusted financial partner, we take the complexities out of contingency fund planning by discussing will, trust, and power of attorney documents as well as ensuring your accounts and beneficiaries are up to date.
Our expert advisors take pride in providing an exceptional experience to our clients, and your financial well-being is our priority. Strategizing for all stages of life is simplified with a contingency plan at WealthArch.
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WealthArch has been one of the highest-rated financial advisors in Pasadena for the past six years.
Don’t just take our word for it. See why WeathArch earned a 5-star rating from our clients.
2026 Five Star Wealth Manager Award Winner
*ThreeBestRated.com is an independent third-party website that conducts a rigorous 50-point inspection that includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and general excellence. Learn more about their selection process here.
*Expertise.com is an independent third-party website that scored Pasadena Financial Advisors on more than 25 variables across five categories. Learn more about their selection process here.
Get in Touch
Our financial experts at WealthArch are here to help create a personalized and comprehensive contingency budget plan.
Contact us today to schedule your no-commitment, free consultation.
Contingency Planning FAQs
Why do I need contingency planning if I already have an estate plan or insurance?
Estate plans are for long-term matters like inheritance, while insurance covers specific risks. A contingency plan bridges the gap by preparing you for financial curveballs that these tools don’t cover.
WealthArch develops flexible, actionable plans to protect your wealth now, not just in the future.
Can WealthArch coordinate my contingency plan with my existing legal, insurance, or tax advisors?
Yes. We take a collaborative approach and can work directly with your CPA, attorney, and insurance team. We also give our clients free advice on other portfolios that we don’t manage.
What’s the difference between an emergency fund and a contingency plan?
An emergency fund is a component of your contingency plan, but it’s only meant to give you quick access to cash. A contingency plan encompasses a bigger scope, like what to do if your business takes a hit or you face unforeseen long-term financial obligations.
Can you help me create a contingency plan for a sudden liquidity need, like funding a legal matter or supporting a family member?
Absolutely. Life sometimes throws complex challenges our way, and we’re here to help you stay ready. We’ll assess your portfolio, evaluate your liquidity options, and build a clear plan that lets you respond quickly without derailing your investment strategy.
Is contingency planning only for worst-case scenarios?
Not at all. Contingency planning is simply a proactive strategy to secure financial independence by being ready for any situation.
Having a robust contingency plan also gives you the freedom to make money decisions that align with your goals.
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