Our Process

Step 1 – Initial Phone Meeting

Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery.

If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

Step 2 – Exploration & Preliminary Planning
(Initial in-office appointment)

After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

Step 3 – Our Analysis

This is where the magic happens.

We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:

• Can you afford to retire?
• Are you overpaying your taxes?
• Can your portfolio be improved?
• Can you eliminate, or at least reduce threats to your retirement?

Step 4 – Second Office Meeting

This is where the proverbial rubber hits the road.

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances.

At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to think on it.

Step 5 – Think It Over (Night)

Having been in business for more than 20 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

• Do I like/trust/respect the team at Wise Wealth Asset Management?
• Will the benefits they provide exceed their cost?
• Do I understand and agree with their investment philosophy?
• Do their recommendations make sense to me?

Step 6 – Third Meeting / Paperwork

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.