3380 Trickum Rd
Your life should be meaningful and driven by a purpose that inspires you daily.
At Timewise Financial, we offer more than just money management. We help you define a clear purpose for your future, and implement a carefully crafted financial and investment plan that gives you the confidence to live a meaningful life. We handle investment management, taxes, trusts, estates, and insurance.
Allow us to help you create purposeful wealth because you want your life to be meaningful and driven by a purpose that inspires you daily.
Most of our clients are highly accomplished women and couples who have accumulated great wealth but are entering a new phase of life that is causing uncertainty.
These people have achieved many milestones but now lack a clear vision and purpose for the next phase of life.
They want more than just investment advice. They want to define their new vision with a clear purpose and create a well thought out financial plan knowing their money is well positioned to support their meaningful life.
From the first meeting to the last, we place significant importance on living a life that inspires you daily. We begin with a comprehensive discovery process to explore your vision for retirement.
Our talented subject matter experts then design a comprehensive financial plan designed to support your vision. As your journey unfolds, we’ll continue to monitor your process and make adjustments to meet your financial goals.
Along the way, you’ll have the support and encouragement of like-minded clients and our team of financial experts. We offer workshops and hold regular events with engaging guest speakers who will inspire you to be the best version of yourself.
Whether you have created wealth, inherited wealth, or are still accumulating wealth - most of my clients share the same three concerns:
That’s why our purpose is to help you uncover what is truly important to you. To challenge how you think and encourage and support you on this next phase of life so that you can continue living a meaningful life driven by a purpose that inspires you daily.
Join us at a one-of-a-kind event that will take a deep look into what inspires you and what it means to live a purposeful life. This workshop invites you to explore what you want your next season of life to look like so you can build a financial plan designed to meet your specific goals.
Voted the "Best Financial Advisor" in Woodstock in 2019!*
Voted the "Best Financial Advisor" in Woodstock in 2020!*
Voted the "Best Financial Advisor" in Woodstock in 2022!*
*Source: Townelaker, Voted Best Financial Advisor in Woodstock in May of 2019, 2020 and 2022. This award is based upon public voting through Townelaker. As such, the award is not representative of the Financial Advisor's future performance. Neither Deanna LaRue, CERTIFIED FINANCIAL PLANNER™ nor Avantax Investment ServicesSM paid a fee to Townelaker in exchange for the rating.