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.
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
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.
DIY
Do it yourself planning
$30/per month
Have a CFP® when needed at an hourly rate.
Financial Dashboard
Financial Organizer
Track Income & Spending
Budgeting Tools
Automate Transactions
Track all your investments
Goal Tracker
Digital Vault (doc storage)
Budget Development*
Customized Financial Plan
Monitor Spending
Financial Behavior Assessments
Unlimited Calls/Emails
On-going Meetings
Monitor Financial Decisions
Rank Probability of Success
Insurance Advice
Tax Advice
Retirement Advice
Estate advice
Investment Advice
* 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.
Financial Guide
Total financial resource
$420/per month
$180 per month after the first 12 months
Financial Dashboard
Financial Organizer
Track Income & Spending
Budgeting Tools
Automate Transactions
Track all your investments
Goal Tracker
Digital Vault (doc storage)
Budget Development
Customized Financial Plan
Monitor Spending
Financial Behavior Assessments
Unlimited Calls/Emails
On-going Meetings
Monitor Financial Decisions
Rank Probability of Success
Insurance Advice
Tax Advice
Retirement Advice
Estate advice
Investment Advice
Financial Plan
Stand alone plan
$2,800 one time
Starting price based on hours worked
Financial Dashboard
Financial Organizer
Track Income & Spending
Budgeting Tools
Automate Transactions
Track all your investments
Goal Tracker
Digital Vault (doc storage)
Budget Development
Customized Financial Plan
Monitor Spending
Financial Behavior Assessments
Unlimited Calls/Emails
On-Going Meetings
Monitor Financial Decisions
Rank Probability of Success
Insurance Advice
Tax Advice
Retirement Advice
Estate advice
Investment Advice
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