W – Who, What, When, Where, Why
Our first meeting will be “getting to know each other.” There will be no recommendations or advice given in our first meeting and therefore no decisions will need to be made. So, you can relax, and talk with us about your financial goals and ask any questions of us.
I – Ideas/Brainstorming
Following the initial consultation, we will schedule another meeting with you if we mutually agree that this would be beneficial for you. At that meeting, we will be able to offer you some specific recommendations and advice based on the information we gathered in our first meeting.
S – Strategy
Once you have received and understood our recommendations and advice, then we mutually decide how to move forward in our relationship together and begin implementing the plan. Our advisors and support staff will assist you in each step of the process.
E – Execute/Evaluate
Once someone becomes a client of Wise Wealth, the relationship is just beginning. We don’t look at this as a transaction, but rather a relationship. Our ongoing education and workshops designed especially for our clients will continually be offered to you as well as ongoing meetings and support as needed.