Financial Planning That Meets You Where You Are
Thoughtful financial planning starts by meeting you where you are. Our planning engagements are designed to fit different questions, priorities, and stages of life, helping you move forward with confidence.
Planning Options at a Glance
To help you understand which planning engagement may be the best fit, we’ve outlined the key differences below. The comparison highlights how each option works, who it’s best suited for, and what kind of planning relationship you can expect.
The Plan Wisely Way
Plan Wisely Consult
Plan Wisely Foundations
Best For
Ongoing guidance as life and finances evolve
A clear starting point and strong foundation
One specific question or decision
Engagement Type
Ongoing planning relationship
One-time, structured planning experience
One-time, topic-focused consult
Scope
Comprehensive and evolving
Foundational and directional
Narrow and focused
Planning Relationship
Long-term partnership
Defined beginning and end
Single engagement
Ideal If You Want
A trusted advisor over time
Clarity before deciding what’s next
Professional insight without commitment
Topics Covered
Broad and coordinated across your financial life
Broad and coordinated across your financial life
One clearly defined topic
Next Step After
Ongoing refinement and accountability
Optional transition to ongoing planning
No obligation to continue
The Plan Wisely Way
Best For: Ongoing guidance as life and finances evolve
Engagement Type: Ongoing planning relationship
Scope: Comprehensive and evolving
Planning Relationship: Long-term partnership
Ideal If You Want: A trusted advisor over time
Topics Covered: Broad and coordinated across your financial life
Next Step After: Ongoing refinement and accountability
Plan Wisely Consult
Best For: A clear starting point and strong foundation
Engagement Type: One-time, structured planning experience
Scope: Foundational and directional
Planning Relationship: Defined beginning and end
Ideal If You Want: Clarity before deciding what’s next
Topics Covered: Broad and coordinated across your financial life
Next Step After: Optional transition to ongoing planning
Plan Wisely Foundations
Best For: One specific question or decision
Engagement Type: One-time, topic-focused consult
Scope: Narrow and focused
Planning Relationship: Single engagement
Ideal If You Want: Professional insight without commitment
Topics Covered: One clearly defined topic
Next Step After: No obligation to continue
Read More About...
You don’t need to have this figured out before reaching out—we’ll help you think it through. A short discovery call can help clarify which option makes the most sense for you.
Plan Wisely Wealth Advisors Service Options
The Plan Wisely Way
Ongoing Consultative Planning
Planning that evolves as your life changes
The Plan Wisely Way is our most comprehensive planning relationship. It’s designed for individuals, families, and business owners who want an ongoing partner to help them make thoughtful financial decisions as life evolves.
Rather than focusing on a single question or moment in time, this option allows us to revisit, refine, and coordinate your financial decisions as priorities change.
This option is a good fit if you want:
An ongoing planning relationship
Help navigating complex financial decisions
Accountability and perspective over time
Planning that adapts as your life changes
Common areas we address include:
Purpose and goal alignment
Cash flow and spending planning
Investment planning and management
Retirement planning
Tax planning and tax awareness
Risk management and insurance planning
Education and college planning
Big purchase and major financial decisions
Estate and legacy planning
Employee benefits and workplace planning
Pricing is based on the complexity of your financial situation.
Plan Wisely Consult
One-Time Consultative Planning
Focused guidance on one financial topic or decision.
Plan Wisely Consult is a one-time, topic-driven engagement designed to provide clarity on a specific financial topic.
This option is ideal for individuals, families, and business owners who want professional insight on a particular decision without entering an ongoing planning relationship.
Common consult topics include:
Creating a strategy to get out of debt
Determining where excess cash should be invested
Receiving an inheritance and deciding next steps
College planning questions
Setting up or evaluating a retirement plan for a business
Insurance coverage questions
Major financial decision trade-offs
Each consult includes a dedicated planning meeting and follow-up support, focused on one topic and requiring no long-term commitment.
Plan Wisely Foundations
One-Time Planning Engagement
A clear starting point for a thoughtful financial plan
Plan Wisely Foundations is a structured planning experience delivered over a series of meetings, designed to provide clarity, direction, and a strong foundation for your financial plan.
This experience focuses on helping you clarify what matters most to you, understand where you stand financially today, and align how your money is used with your priorities moving forward.
Plan Wisely Foundations includes:
A Statement of Financial Purpose
A Statement of Net Worth
Spending awareness and Cash Flow Planning
Foundations is not ongoing planning. It is an intentional starting point based on our Pillars of Financial Security that helps you build confidence and clarity before deciding what comes next.
Some clients choose to move forward into an ongoing planning relationship. Others don’t. Both are perfectly fine.
