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Our Process

How We Work

At Timewise Financial, we understand that true financial planning is so much more than simply preparing for retirement. We help you define the purpose behind your money so you can expand your vision of what is possible. Then we build on that vision to create and implement a financial plan to help you meet your goals.

Our process is a continuous journey. We’ll meet regularly to discuss your plan and make adjustments as the market and your situation changes. Along the way, we’ll continue to challenge you to reach greater heights for a truly meaningful life.

Step 1: Develop Your Purposeful Wealth Plan

Based on who you are and what inspires you, this plan will create more clarity, passion, and direction in your financial life.

  1. Redesign/understand your vision
  2. Identify values and purpose
  3. Review resources and opportunities
  4. Create prioritization

Step 2: Implement Your Impact Investment Strategy

We put your plan to work to maximize your wealth and impact your life in a meaningful way.

  1. How to grow your money
  2. Sources of income available
  3. Safety assessment
  4. Accelerated growth of assigned assets 

Step 3: Participate in our Meaningful Living Program (Optional)

This program is designed to challenge, educate, and inspire you to expand your vision of what is possible. We host a series of client events featuring guest speakers that teach you how to live your best life with our 5 Pillars approach.

Our Five Pillars

Financial Confidence

Financial Confidence

Being intentional with your money and creating clarity around your purpose.

Embracing Organization

Embracing Organization

Making our lives more efficient through routine and structure.

Continuing Education

Continuing Education

Learning about our evolving technology & available resources to stay on the forefront.

Building Community

Building Community

Creating a feeling of belonging through volunteer work, peer interaction, and family.

Physical Well-Being

Physical Well-Being

Creating a healthy lifestyle through mental clarity, physical activity, and a positive attitude.

Create an Investment Plan to Achieve Your Goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Take Your First Step Into Financial Wellness By Clicking Here!