Our Process

When you schedule a consultation to meet with any of our financial advisors, we want to make the process as clear and comfortable as possible for you. Using the acronym WISE, here is what you can expect when you meet with any of us at Wise Wealth:

WISE Process

WWho, 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.


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.


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.


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.

Client Relationship Summary

Wise Wealth, LLC is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for retail investors to understand the differences.

Your Best Interest

Because we’re an independent agency, we are free to work for each client’s best interested and create a plan for them with the best blend financial offerings.

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