Planning

 

Needs Analysis

Wisdom and Wealth works side by side with our clients to build a financial plan that will allow the client to accomplish their goals. Through our innovative needs, wants and wishes analysis we provide our clients with the tools to decipher their needs, wants and wishes. For our clients that have a significant other or spouse we provide a needs, wants and wishes analysis for each client to complete individually as well as an analysis for them to complete together. This approach helps ensure that both parties thoughts are being heard and allows for the clients to work together to determine what their needs, wants and wishes are as a couple.  

 

Non-Conflicted Interest

As holders of the CFP(R) designation we place the interest of our clients ahead of our own. As a client, you will receive the proper duty of care of a fiduciary as defined by the CFP Board . 

 

 

 

 New Roots

 

• How do I help my kid learn to send themselves to college debt free?

• How do I teach my child to be generous?

• How do I teach my child the importance of saving?

 

New Roots teaches children across the country how to avoid financial burdens. This program was founded for the sole purpose of educating and equipping young people with the proper tools they need to be financially independent. We teach on the importance of saving, budgeting, proper spending and giving. If interested and would like to learn more please contact us so we can start your child on the path to financial freedom. 

 

 

 

 

 

 

 

 

For more information regarding our planning services please click the link below.