Personal Financial Planning

Personal Financial Advisory Service is a highly customized strategic planning process for clients with significant financial assets or income.  After working with you to clearly define your financial goals and priorities, Wise Planning prepares a written plan that includes specific strategies for achieving the things that are important to you.

We address a wide range of financial matters, including:

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

Our team is by your side to implement your tailored financial plan.  We manage the details, coordinating closely with other service providers such as attorneys, accountants, insurance agents,  mutual fund companies and brokerage firms to ensure your plan is executed successfully.

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

This service helps people who may not have the time or expertise to manage their financial lives to their own satisfaction.  As your financial advisor, we will help maximize the benefit of your financial position as it relates to your unique ambitions, commitments, and values.

Personal Financial Planning Projects are designed for people that do not currently need continuous financial advisory services. Each engagement is customized to address individual client needs from providing analysis and recommendations on a particular financial question, to developing a plan that the client can implement and oversee.

Click here to see Wise Planning’s pricing.