We Offer Two Different Planning Options

At WisePath Advisors we provide a variety of services and structure our offerings in a way that emphasizes ensuring your best interests stay top of mind. Pick one of the services listed below. Our ideal client is someone who values our collaborative process and understands the benefits of working with an independent fee-only fiduciary who works in your best interest.

Comprehensive Financial Life Path

Our Comprehensive Financial Life Path option is an all encompassing package to get you using your money as a tool to accomplish your goals and live your ideal life.

As part of our process we will help you rediscover and refine your values around life and money.  We work to ensure your values tie into each of your financial goals using our unique WisePath Way.

Once you've gone through the planning process, you will have a roadmap and list of action steps to get you where you want to be!

 
 

Core Planning Areas

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Investment Management
Investment Management

Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon

Cash Flow Planning
Cash Flow Planning

Gain control over your household finances with a system that automates bill payments and prioritizes your goals

Estate Planning
Estate Planning

We ensure you have the right documents in place and they reflect your wishes and intent to the next generation.

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Retirement Planning
Retirement Planning

We create a roadmap for your goals using cutting edge technology to map out and stress test your plan

Tax Planning
Tax Planning

Multi-year strategic planning to minimize taxes over the course of your lifetime.

Education Planning
Education Planning

We provide guidance and insight as you set educational goals for your children and grandchildren

 

also includes:

  • On-demand financial advice

  • Planning for business owners

  • Annual insurance review
    (life, disability, long-term care)

  • Social Security and Medicare Analysis

  • Employee benefits optimization

  • 401(k), retirement plan monitoring

  • Stock options analysis

  • Student loans

  • Credit report monitoring reminders

Project Path

Not quite ready for a complete, comprehensive plan? No problem. If an ongoing planning relationship isn’t applicable at this point in your financial journey, I offer a Project Path. The Project Path is appropriate if you:

1.) Want to get a sense of what working with me is like, or
2.) Just have a couple of questions you need answered, or
3.) Want help getting started, but do not need comprehensive planning yet.

The Project Path includes:

 
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60 Minute Introductory Meeting
60 Minute Introductory Meeting

So I can get to know you, your goals, and to gather some information about your circumstances.

Checklist
Checklist

Of follow-up or additional items needed to complete my work, and any questions that need clarifying.

60-minute “Roadmap” meeting
60-minute “Roadmap” meeting

Where I present your results, my recommendations, and action steps for you.

Phone Call
Phone Call

After 30 days to check on your progress

 

If, after completing the program, you would like to continue working with me in an ongoing capacity, your fee will be credited toward your initial planning fee.

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STUDENT LOAN PLANNING

  • Help determine most effective way to pay down student debt

  • Goal is to minimize interest costs and/or monthly payments

  • Evaluate debt forgiveness options versus refinancing

  • Incorporate payment plan with other cash flow needs

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college savings

  • Help determine most effective way to save for college

  • Goal is to maximize opportunity for financial aid

  • Step-by-step guide to understanding FAFSA

  • Incorporate saving plan with other savings needs

We help you get the most out of your finances
so you can get the most out of life.