Our Approach

It’s not about the money.
It’s about the motivation.

Here’s how we go about it.

1

What’s your story?

During this initial call, our goal is to understand you—why you’re reaching out, what you wish you knew better, and what you’re passionate about. We’ll discuss the PlanWise process and decide if engaging in a relationship is the right fit for both parties.

2

Discovery

Once we both decide it's a good fit, we will schedule a call to review a comprehensive list of documents and questions required to build your financial plan. We will also provide you with a secure link to upload supporting documents.

3

Analysis

Now it’s time for us to put our brains, experience, and creativity to work! We use your uploaded documents, our conversations with you, and our understanding of your goals and objectives to build your comprehensive financial plan.

4

Plan Presentation

During this meeting, we share your comprehensive plan covering every detail of your financial life. At the end of this meeting, you’ll know exactly what you need to do to put your motivation behind your goals so they can become realities.

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5

Ongoing Communication

This is where you tell us what communication style and frequency works for you. As a trusted partner in all things financial, we want to hear all updates: new jobs, marriage, babies, graduations, bucket list trips, retirement hobbies. To monitor progress, you will always have access to your customizable online client portal and app on your phone, no matter where you are. The greatest joy we get at PlanWise is seeing you live out the dreams you’ve created along the way.

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6

Enjoy the Journey

We meet to review your financial plan, accounts, and life on an annual basis at a minimum. Most of our clients reach out far more than that, but the beauty of this relationship is that you can reach out as you need us. Just know that even if you aren’t reaching out, we’re busy in the background analyzing portfolio changes, reviewing stock options, insurance plans, 529 goal funding, 401k allocation and fund changes, mortgage payoff scenarios, and more. We’re in your corner no matter what; our main goal is to ensure you have the tools in place to enjoy your journey, wherever it may take you.

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Client Centered

A rewarding, giving-back, kindness-fueled culture.

We work hard and play hard. Join us.

Money can be joyful.

We’re standing by to show you how it’s done.

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