Personal Financial Planning

Personal financial planning at Wise Planning is a highly customized, strategic process. After working with you to define your financial priorities, today and going forward, we prepare a written plan that includes specific strategies for achieving your objectives. Our goal is to help you make informed decisions, aligned with your priorities for your life. 

It’s common for people to think that financial planning is only about investments, but that’s just one piece of each person’s overall financial life. While it is critical to get investments right, we believe it’s equally important to address all of the other aspects. We work with you on

• Investments
• Taxation
• Employee Benefits
• Insurance
• Retirement Planning
• Estate Planning
• Cash Flow Management and Budgeting
• Education Funding

Our team is by your side to implement action steps we discuss and decide upon together. We manage the details, coordinating closely with other service providers including attorneys, accountants, insurance agents, and custodians of your investments to ensure your plan is executed faithfully and successfully.

Our role as your financial advisor is ongoing. Quarterly reviews (or more frequent evaluations, as conditions warrant) allow us to adapt to changes in the external environment or in your personal situation.