Wise Advice Planning Process
Planning is at the heart of what we do at Wise Wealth Management. Without a financial plan, how can we identify what our investment strategy is trying to accomplish? The Wise Advice planning process is formulaic, but each client’s outcome is unique. While all of our clients engage with us in the exact same steps of the Wise Advice process, each individual has their own goals, values, circumstances and experiences leading to a customized plan that is unique to your situation. At a very high level, our process utilizes these steps:
- Identify Goals & Values
- Evaluate Current Situation
- Formulate & Present New Course
- Implement Financial Plan
- Evaluate & Revise Regularly