Wise Planning works to improve the lives of our clients through a holistic financial planning process. We focus on the things that have significant impact and can be controlled –goals, costs, risk, tax efficiency and effective implementation and monitoring of the plan.

As Fee-Only advisors, our clients pay us directly. We receive no commissions or remuneration of any kind from the financial services industry. With this undivided loyalty we recommend only low-cost investment products that best serve our clients interests.


Objectivity. To avoid conflict of interest we don’t sell financial products or receive commissions from providers of other services and products. We are compensated solely through fees for service and only recommend cost-efficient solutions that best serve your interests.

Quality. We are committed to providing expert and timely advice and professional, individualized service that anticipates your needs.

Flexibility and Personalization. We tailor our services to clients at all levels of financial wealth and with diverse goals. Our recommendations reflect the perspectives and objectives of each client.

Value. We make every effort to minimize expenses by recommending efficient methods for implementing our strategies and providing our own services to you at the lowest reasonable cost.