Wise Planning 
Client Login
Secure File Upload

Main menu

Skip to primary content
Skip to secondary content
  • Home
  • About Us
    • Our Team
    • Our Principles
    • Pricing
    • Careers
  • Services
    • Personal Financial Planning
    • Financial Education
  • Resources
    • Articles & Insights
      • The Myth of the Successful Money Manager
      • What Can You Control?
      • Are Wall Street Fees Eating Up Your Retirement Savings?
      • In Memoriam – John C. Bogle (1929–2019)
      • During Market Turmoil, Just Listen to Your Financial Plan
    • Tools
      • Questions to Ask a Prospective Financial Advisor
  • Client Center
  • Contact Us

LOGIN TO YOUR TD AMERITRADE ACCOUNTS

LOGIN TO GDX360 (FORMERLY FINANCEWARE)

SECURE FILE UPLOAD

New Client Information

Document List (PDF)

Budget Worksheet (PDF)

Wise Planning Disclosure Documents:

Wise Planning ADV II

Privacy Statement of Wise Planning

Privacy Policy   |   Form ADV   |   © 2023 Wise Planning, Inc
Wise Planning, Inc. is a Registered Investment Advisor.
Wise Planning
  • Home
  • About Us
    ▼
    • Our Team
    • Our Principles
  • Services
    ▼
    • Personal Financial Planning
    • Financial Education
  • Resources
    ▼
    • Articles & Insights
      ▼
      • What Can You Control?
      • Obama White House Embraces the Fiduciary Standard
      • Are Wall Street Fees Eating Up Your Retirement Savings?
      • The Myth of the Successful Money Manager
      • Simple Conclusion from Nobel Prize-winning research: Pick Index Funds
      • Frontline’s The Retirement Gamble – Solutions to the Problem
      • Excellent Video about Index Investing
      • New 401(k) Regulation Requires Disclosure of Hidden Fees
      • Study Shows Hidden 401k Fees Could Reduce Nest Egg By 30%
      • Pump Up a 401(k) by Lowering the Fees
      • Why 401(k)s Should Offer Index Funds
    • Tools
      ▼
      • Questions to Ask a Prospective Financial Advisor
      • 401(k) Calculator
  • Client Center
  • Secure File Upload
  • Contact Us
  • Client Login