FINANCIAL ADVICE THAT PUTS
CONTROL BACK IN YOUR HANDS
Being in control of your money should be easy.
But there’s a problem…
Remove the confusion about money at an affordable price.
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 PLANNER™ we know how to help.
Here is how you take control of your finances
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.
Do it yourself planning
Have a CFP® when needed at an hourly rate.
* DIY Plan Budget Development is a one time 2-hour credit with a CERTIFIED FINANCIAL PLANNER™. The 2 hours does not have to be used for budget development but it is recommended.
Total financial resource
$180 per month after the first 12 months
Stand alone plan
Starting price based on hours worked
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