We have designed a process to help you (and us) make an informed and educated decision about working together.

It is an Orientation to the WisePath Way.

By experiencing our process, you will gain a framework for evaluating us and other firms you might be considering.

What to Expect

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No sales pitch

This isn’t a sales pitch disguised as a free “strategy session.” We want to get to know you. Also, we don’t sell anything. That’s important to know.


As a result of our meeting, you’ll have a better understanding where you are now, discover a clear path forward, and best of all it fits on one page!

refreshing conversation

During our meeting, you’ll have a conversation with your spouse that very few people have ever had. It just may be the best part of the meeting!


Schedule a Meeting

Our simple process begins with you scheduling an initial consultation that we call Explore. This meeting will give us both a chance to make sure your situation matches our expertise. There is no cost to the Explore meeting and it typically lasts about an hour. We can either meet in person or online, whatever works best for you.

Orientation to the WisePath Way

Once you schedule an initial consultation with us, here is what you can expect:


Step 1: Explore vision & values

  • During this meeting we will begin exploring your Values - the things that are most important to you.

  • We will discuss your Vision for the future and begin mapping out Momentum Markers on your journey.

  • Finally we will gather information about your current financial situation that we will use as your Starting Point.

  • As a result of this meeting, you will receive a one page Explore Snapshot where you can see what’s important to you, where you are now, where you would like to go in the future.

Step 2: Discuss investment strategy

  • Next, we will schedule a meeting to discuss how our Investment Strategy works at WisePath.

  • We will analyze your current investments and give you a breakdown of how you are invested along with the fees you are paying (including fees that don’t appear on your statements).

  • We will begin to identify your Investor Profile - it is the way we help you learn more about your investor-related experiences, behaviors, and outlook.

Step 3: Clarify current situation

  • The final meeting in our Orientation process is where we help you clarify your current financial situation.

  • We will help you Get Organized (financially speaking) by providing tools and resources to help you manage your day to day lives.

  • We provide you with a Personal Financial Website that provides a secure location for important documents and other financial information.

Once we have completed these three Orientation steps (which usually takes about 90 days), we will begin to work together to lay a strong foundation that builds wealth in order to achieve your vision for the future.