Invest

We believe that, for the most part, the market is relatively efficient. We don't think you can beat the market, but we do demand market returns for the level of risk we take on in your portfolio. So we will carefully select investments that keep fees as low as possible while still maintaining broad diversification using index funds. You have worked hard to earn your investment dollars, so we will make sure those dollars are working hard for you. Before we invest your hard-earned money, we will discuss your goals, appetite for risk, and time horizon. 

 

 

Consult

What if you only have a few urgent financial questions and you need someone to provide an independent review? Wealth Wise CONSULT is a great option. Together we will tackle 2 of your most pressing needs. We will follow up with actionable recommendations for you after our meeting.

 

 

Plan

We will follow a three-step process to create a comprehensive financial plan that aligns your financial goals with your values.

1.     First, we will understand what money means to you and how it fits into your life. Then we will organize your finances so you have a clear picture of where you currently stand right now.

2.     Next, we will talk about your financial goals. What are your short, medium, and long-term goals? What are your dreams? We will work together to clarify your goals so that they are crystal clear and tangible.

3.     Finally, we will create actionable steps to get you on a path towards financial independence.

This process is not something we do once and set aside on the bookshelf. Like physical fitness, your financial fitness needs constant attention throughout your career and beyond. But don’t worry, we will be there every step of the way to guide you and to make sure your money is working hard!

 
 

Flexible Options

You can get to know us for free with Wealth Wise LEARN and then transition into the service model that makes sense for you. We offer a variety of options for young professionals, so you’re sure to find one that fits your unique needs. You'll never get a surprise bill or encounter hidden fees and you can cancel your service at any time. Simple, right?

 

Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions. Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved .