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WiseWealth Inc. offers finical planning on an hourly basis as needed by each individual client. There is no income or financial asset requirements to engage WiseWealth’s planning services.
Whether you have one important question or would like a complete financial plan WiseWealth can accommodate your needs. WiseWealth approaches financial planning using Garrett Planning Network’s “7 Steps to Financial Success”. Here is a brief outline of the process:
STEP 1: Initial Inquiry
This is the process of learning about an advisor and making contact with the advisor. WiseWealth will provide you with a brief description of our services, philosophies, methodology, and fee structure. If you have found this webpage, congratulations you are at least partway done with Step1. If after contacting WiseWealth or reading this website you believe our services may fit your needs then you are ready to schedule a no-obligation Get Acquainted meeting.
STEP 2: No-obligation Get Acquainted Meeting
This is an opportunity to exchange information about your needs and objectives, to further discuss which of our services are right for you, and to provide you a detailed estimate of the cost of our services. Your estimate will be determined by the amount of time required to complete the engagement times our hourly rate of $120.
STEP 3: Data Gathering and Initial Preparation
After receiving your information we will begin to review and develop your custom financial plan. We will prepare initial reports to discuss with you at your next meeting.
STEP 4: Interactive Goal Setting
Depending on your individual circumstances, this meeting may or may not be necessary. If it is, it can be in person or via teleconference. We will work with you to further discuss and clarify the information you have provided thus far, and to refine your financial goals and objectives.
STEP 5: Analysis and Plan Formulation
We refine the information you have provided and studies various plan scenarios. We conclude our research and analysis, and produces the final report that include observations, assumptions, specific recommendations, and an action plan for your unique situation.
STEP 6: Presentation of Your Financial Plan
We review your personal financial plan and our specific recommendations. This meeting is in person. We will walk you through your plan and outline our specific recommendations. These will be specific actions you need to take to put the recommendations of your plan to work.
STEP 7: Financial Checkups
The first check up will be a follow up call after your plan presentation. We encourage you to call if you run into questions while carrying out your implementation (no charge for quick implementation question). We know life is busy and sometimes our good intentions don’t always translate into actions so WiseWealth will give you a follow up call about 1 month after your implementation meeting to see how things are going. We never want a client to feel abandoned after an engagement is complete.
Periodic update meetings and reviews are essential to maintain good fiscal health. We can schedule these periodic meetings with you at an agreed upon frequency.
Interested in Portfolio Management Services.
Access our Client Forms.
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