Comprehensive Financial Interview
Taking a holistic approach to ﬁnancial management, we believe it is essential to be aware of all aspects of your daily life, family circumstances and ﬁnancial needs. This is the foundation upon which we base our recommendations, which may vary for each client.
The implementation of a financial plan or investment strategy is not the end of the process at Wealth With Wisdom. It is merely the beginning. We provide periodic reviews to ensure that we are up-to-date on any events in your life that might dictate a change in strategy. We also encourage you to reach out to us any time a new factor arises that may affect our strategy.
After a careful analysis of your ﬁnancial situation, current and future earning potential, and retirement needs, we map out an investment strategy that is tailored to you. It encompasses various strategies that move you in the direction of achieving your ﬁnancial goals - both short and long term - and includes savings, investments and insurance products where appropriate.
The world of investing is evolving and we make certain that our clients are equipped with as much information as possible to make informed decisions. We empower you to be an active part of the investment process, unlike others who prefer to keep you in the dark. We offer monthly seminars at specific locations and on the web, on a wide range of topics. We make them available via podcast and archived for future viewing. We also host awesome engaging events throughout the year in various locations where we mix and mingle with our clients in a relaxed fun environment.