Choose your Ideal Financial plan.

Looking for a financial advisor or want to learn how to budget and plan your finances on your own? Explore our plans to find the right solution for you. From one on one personal consulting to providing “DIY” tools, Wise Pace will guide you toward reaching your financial goals.

Do It Yourself Planning

$30/per month
Financial Dashboard
Financial Organizer
Track Income & Spending
Budgeting Tools
Automate Transactions
One Location for Investment Information
Goal Tracker
Digital Vault (doc storage)
Budgeting Help**
Budget Development
Monitor Finacial Habits
Financial Behavior Assessments***
Unlimited Calls/Emails
Financial Meetings
Monitor Impacts of Financial Decisions
Rank Probability of Success
Investment Advice
Insurance Advice
Tax Advice
Retirement Advice
Estate advice (Wills, Medical Directives, etc)

** Credit for two hours of budgeting help
*** Take free assessments by clicking here