Planwise Financial Group | Financial Planning

We are financial advisors and investment professionals.

We help busy people put their resources to work in service of joy.

Money isn’t scary.

Set goals and strategize with us in a comfortable, shame-free environment.

Our Approach

Money isn’t hard.

We bring financial concepts within reach, so you’ll always understand the what, why, and how.

And if you ever don’t, we’re a phone call away.

Helpful Resources

Money isn’t separate.

It’s integrated into every part of your life. Make sure it feeds the things that feed your soul.

Everything We Help With

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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Planwise Financial Group | Financial Planning

Define joy.

Money isn’t scary.

Money isn’t hard.

Money isn’t separate.

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Money can be joyful.