Empowering Your Financial Journey
At Willow Tree Wealth Planning, your financial wellness is at the heart of everything we do. We believe that financial independence is a unique journey for each individual, and we are committed to making that journey achievable for everyone by providing the right resources and opportunities, coupled with personalized guidance and support. Our approach allows clients to confidently define their own financial well-being and make informed decisions towards achieving it.
We find that clients get the most value where financial planning, investment solutions, and behavioral guidance intersect. Our goal with our clients is to provide value in all of these areas collectively.
Meet The Team
Helping people plan for their financial future is our passion. Life is not a straight line but full of twists and turns, and sometimes we could all benefit from financial guidance with the challenges that can present. Our clients receive thoughtful, individually crafted and dynamic solutions to their financial needs.
Heather Banks
CFP® ChSNC® | Financial Planner | Prudential Advisors
CA Insurance License 4159721
Founder of Willow Tree Wealth Planning
Phone: 828-458-4472
Email: heather.banks@prudential.com
About Heather
Heather grew up in Henderson County, where she still lives today. She graduated Summa Cum Laude from Montreat College with a degree in Business Administration and has been a licensed financial advisor since 2008. She has been happily married to her husband Trey for over 20 years and together they enjoy traveling and hiking with their 2 sons. Heather is passionate about financial planning, and views money as a tool and resource to be used to help people pursue their goals.
Helen Parris
Client Service Manager
Phone: 828-458-4695
Email: helen.parris@prudential.com
About Helen
Helen is a 5th generation WNC native who has been working with Heather for 4 years. She has a degree in Office Systems that she used in the medical industry before becoming a stay at home mom. Working with Heather has given her a new outlet for her compassionate personality now that her children are older. She enjoys helping Heather, and her clients, with anything that they may need. Helen is married to her high school sweetheart and they have 2 children. In their down time they enjoy going to the lake, playing games, and just relaxing together as a family.
Ways We Can Work Together
When you choose to work with Willow Tree Wealth Planning, you are entering into a long-term relationship with a team that genuinely cares about your financial well-being and what matters most to you.
We are dedicated to helping you pursue long-term success by offering consulting services tailored to your specific needs.
Why Work With Us?
Already Have a Financial Advisor?
Sometimes it makes sense to get a second opinion for your financial management like you might for a medical diagnosis. If your financial advisor is not a planner that may be a consideration as well.
I Can Manage My Own Money
Absolutely, we know you can manage your own money but sometimes having a second set of eyes can open yours to opportunities or blind spots you might be missing. Having a financial planner on your team to provide guidance and education can be valuable.
I Don't Want to Retire Just Yet
Perfect! The best time to plan for retirement is before you retire! Planning a few years ahead for what retirement holds can help prepare you financially and mentally for the change
I'm Too Busy to Worry About Finances Right Now
We completely understand, especially if you are at a stage of life where you’re running a business, caring for young children or aging loved ones, or maybe all of the above! One of the great things about working with a Financial Planner is that we do the heavy lifting of analyzing your financial picture. We then provide clear, actionable steps for you to implement, making it simple and easy for you to know which actions to take.
What Sets Us Apart from Other Financial Planners?
At Willow Tree Wealth Planning, we value relationships over transactions. Our primary focus is building meaningful, long-term relationships with clients to help them navigate their financial life as it changes.
Core Values
We focus on relationships over transactions.
We want to help educate and provide guidance so you can understand and be confident with the financial decisions you are making.
We will always talk with you, not “at” you, to make sure we are on the same page. There is no room for arrogance in our firm. We strive to create an environment where you can comfortably ask questions and have confidence in the integrity of our response.
As a fiduciary, we hold your needs above our own, adhering to a high standard of care.
It is our job to maintain and protect your privacy and confidentiality.
We are committed to lifelong learning and continuously enhancing our knowledge in financial planning in order to stay well-versed in the latest developments and continue to serve our clients’ best interests.