Are You Financially Fit?
You’ve dedicated yourself to staying physically fit, ensuring your diet and exercise routine support your well-being. But how about your financial fitness?
Just like physical health, financial fitness is essential for fully living the life you’ve envisioned. Achieving it requires discipline, determination, and a long-term mindset—much like running a marathon. We believe true financial fitness means feeling confident and in control of your financial situation, allowing you to meet both your current and future needs with ease.
As with any training regimen, becoming financially fit involves learning proven principles and best practices from those who’ve achieved success. It requires dedication, consistency, and the right guidance.
Are you ready to strengthen your financial fitness muscles and work toward financial independence? If so, our
WISE360 Financial Fitness Program is here to help you on your journey!
Why financial fitness?
Personalized Comprehensive Financial Planning
Your financial fitness journey starts with a personalized comprehensive financial plan that provides a clear roadmap to your financial future. It outlines your financial goals, both short-term and long-term, and the steps needed to achieve them. This clarity helps you make informed decisions and stay on track.
Unlimited Personal Guidance
In addition to a monthly review, you have unlimited personal guidance on your money goals from your dedicated CERTIFIED FINANCIAL PLANNER™️ (CFP®) professional. Just an email or a quick call away, you can get your burning questions answered.
Your Accountability Partner
It's like having a personal trainer. Over the course of your financial fitness journey, your dedicated CERTIFIED FINANCIAL PLANNER™️ (CFP®) professional can help examine your money situation, uncover your biggest pain points, prioritize your goals, help you better understand your money brief and behavior, and develop specific action steps and advice along the way.
Live your life your way. Join TODAY!
The program is crafted as a lasting partnership aimed at maximizing your financial potential. To witness tangible results and meaningful shifts in money behavior, we recommend a minimum commitment of 12 months.
Initial Onboarding
$1,500
Individual
$299/month*
Couple
$399/month*
* Charged quarterly in advance. If you have assets under management of more than $500k, the monthly fee is included in your AUM investment advisory fee.
explore other ways we can help you
modular financial planning & coaching
Starting a new job? Not sure how much to save for retirement? Questions about life insurance? Our a la carte planning modules and coaching sessions just what you need.
retirement gps program
You're transitioning from the accumulation phase to the distribution phase. Are you ready? Our WISE360 approach can help you tackle every wealth protection challenge retirees face.
Investment management
Navigating the investment journey requires ongoing guidance. We follow a 4-step portfolio management process to ensure your long-term success.
