Broker Check

New Client 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.


What to Expect:


Step 1: 15-Minute "Get to Know You" Phone Call

We will mutually determine if we are the right fit for you.

You will answer questions like:

  • What is foremost on your mind?
  • What does retirement look like to you?
  • Do you currently have a retirement plan?
  • And more...

Step 2: 45-Minute Complimentary Consultation

Our goal is to learn more about your financial goals, the purpose of your money, your monthly expenses and more...

We will offer our expertise to create a financial plan you can implement on your own for a one-time fee and provide you with information about how you can become a TimeWise Financial client. If you become a client, we will do the work for you.


Step 3: Recommendations Meeting

You will learn the history of the markets, why we do what we do, investment strategies, and more...

We will present your strategic financial plan and our recommendations for you. Our dedicated and trustworthy Financial Advisors will give you solutions for every financial issue they find.

There's no need for you to feel stressed about managing your assets on your own. As a TimeWise Financial client, you won't have to worry about what accounts you should open or close, where to pull money from, taxes, or how your future and family will be taken care of. We will keep you on track to reach all of your financial goals in the midst of your busy life.

Our firm is compensated based on your financial growth, so rest assured knowing that we are always on the same team working towards the same goals. Your victories are our victories! 


Step 4: 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!

Schedule A Call With Us