One-Hour Consultation

We offer a complimentary one-hour introductory consultation to all prospects. This meeting allows us to get to know one another and determine how we can best help you.

Hourly General Advice:

$300.00/per hour

General advice from an experienced CERTIFIED FINANCIAL PLANNER™ based on your personal situation.

  • Your personal financial goals
  • General Financial Principles
  • Educate on different types of investment accounts (ex: IRA’s, HSA’s, 529 Plan’s, 403b’s, 457’s, 401k’s, Brokerage Accounts)

There will be no comprehensive analysis (or plan) that can answer questions such as: “How much do I need to start saving to retire at age 55?” or “Will I run out of money if I keep spending this amount each year?”

Wise Financial Planning


For the do it yourself investor we offer a comprehensive review and analysis of your current financial situation that is tailored to you and your household. We take a deep dive into your personal financial situation and provide you strategies to accomplish your financial goals.

Our comprehensive plan addresses the following items:

  • In-Depth Retirement Plan
  • Cash Flow Analysis
  • Small Business Retirement Planning
  • Investment Analysis over All Investment Accounts
  • Employee Benefits
  • Insurance Planning
  • Estate Planning
  • Tax Strategies
  • Social Security Planning
  • College Planning

Our comprehensive plan is a 7 step process, completed over a 3 month period.

  1. Introduction Call: 1 Hour (Zoom or In Person)
  2. Transparent Agreement (Engagement Letter)
  3. Data Organization
  4. Review and Scenario Creation
  5. Analysis and Development
  6. Plan Presentation
  7. Plan Implementation and Follow Up

Fee Based Asset Management

(minimum $50,000)

For the investor who wants a full-time advisor and a team behind them, we offer the fee based approach

  • Annual Reviews
  • Discretionary Asset Management
  • Rebalancing Models and Strategies as needed
  • On-going comprehensive financial planning
  • Tax Loss Harvesting

The breakdown of our advisory fees are as follows:

50,000-99,999 1.50%
100,000-249,999 1.25%
250,000-1,999,999 1.00%
2,000,000-4,999,999 0.85%
5,000,000-9,999,999 0.70%
10,000,000 and up 0.55%

One-Time Services: $2,500.00

(includes 10 accounts)

Opening and establishing investment accounts for small businesses:

  • HSA
  • Simple IRA
  • Define Contribution Plans
  • Define Benefit Plans

Items we will take care of.

  • Prepare and issue new account paperwork.
  • Process and establish the new account.
  • Set up the employer/employee contributions.
  • Other services we provide for small businesses.

Business Planning

(price varies)

  • Supplemental Retirement Income
  • Business Succession Planning
  • Non-Qualified Deferred Compensation Plans
  • Buy-Sell Funding
  • Key Person Planning
  • 162 Executive Bonus
  • Split-Dollar Plans
  • Life Insurance
  • Long Term Care
  • Disability


Take the Wise approach and schedule a 15-minute discovery call with our team. There’s no obligation or cost, just the opportunity to introduce ourselves and find out if we can be of service.