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Being in control of your money should be easy.

But there’s a problem…

Financial advice seems to be too expensive.

It is hard to know if the advice you receive is even right for you.

Remove the confusion about money at an affordable price.

Decision Center Life time Portfolio Center

We know what it feels like to worry you’re not doing the right things with money.

Wise Pace was founded to provide everyone the opportunity to take control of their finances.

From industry leading tools to guidance from a CERTIFIED FINANCIAL PLANNERwe know how to help.

Here is how you take control of your finances

Let's Talk

Let's get to know each other. Tell us about your concerns, passions, values, and dreams.

Develop a Plan

The plan is like a road map. There may be some detours, but it always guides us.

Clear Focus

Because we know where you are going, we can stay focused on getting there.

At Wise Pace we know you are the kind of people who want to be financially free.

In order to be that way, you need advice from someone you can trust. The problem is there is a lot of bad advice out there and it seems like everyone just wants to sell a product, which makes you feel frustrated. We believe you deserve a trusted advisor that has your best interest in mind at all times. That’s why we provide a service with tools and expertise from a CERTIFIED FINANCIAL PLANNER™ to help you take control of your finances.
Here is how it works:  schedule a meeting, develop a plan, and follow a clear path.  Contact us today to stop feeling lost about what to do with your finances and start feeling what it is like to be in control of your finances.

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