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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 in life. 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. Even if it's not a good fit, you'll leave this conversation with an action plan and some next steps.

This call helps us understand your current financial situation, future goals, challenges, and opportunities. 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...

By learning even more about you through our risk and wealth plan assessment, we'll analyze your current financial situation, future goals, and ways we can help you get where you want. We'll apply almost two decades of experience, thousands of hours of training, research, and expertise as CERTIFIED FINANCIAL PLANNERS to begin creating your financial roadmap.

If it is mutually agreeable that we are a good fit for you, there is a one time fee for a comprehensive financial plan:

  • Foundational Plan = $1,500
  • Full View = $2,500
  • High-Earner Tax Plan = $300


Learn more about each financial plan type:

- Our different investment strategies depend of which investment philosophy applies to you.

1. Nothing Ventured - Nothing Gained (The Growth Phase)

Creating great wealth requires some risk and patience. For someone at an early stage of life, you may be fully invested in growth.

Learn more

2. Slow and Steady Wins the Race (Near Retirement)

As you near certain goals in life, we protect what you have created – this is essential for safety and peace of mind. 

Learn more

3. Stop and Smell the Roses (In Retirement)

As you near certain goals in life, we protect what you have created – this is essential for safety and peace of mind. 

Learn more

Step 3: Recommendations Meeting

You will learn why we do what we do, the history of the markets, investment strategies, and more...you determine if our process and expertise will benefit you and your family.

We will present your strategic financial plan and our recommendations for you. Our dedicated and trustworthy Financial Advisors will present you with solutions and explain what you should do to achieve your financial goals and build wealth.

If you choose to become a TimeWise Financial client, you can eliminate the stress that comes with managing your life's worth of assets on your own. We will manage your investments on an ongoing basis. Our firm is fee-based and 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!

*If you decide to become a client after we present your plan, we'll explain our fee structure depending on the right investment fit for you.


Step 4: Welcome to the TimeWise Family!

Get started as a new client. You're on your way to building purposeful wealth for a more meaningful life.

If our recommendations make sense, you like our process and see our team's value in your life, you can choose to join our awesome client family! We will take time to answer all your questions and acquire any additional information we need to do our best work for you! 

As a 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. Our team will keep you on track to reach all of your financial goals, hopefully empowering you to live more freely and purposefully. We continuously work to assist you in growing and preserving your wealth thus bettering your financial situation for generations to come.


Step 5: 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.

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