The Wealth & Wisdom Way optimizes your financial journey with a strategic, relationship-driven approach that makes every moment ‘time well-spent.’ Together, let’s create a comprehensive and proactive plan that evolves as you do, turning complexity into confidence and strategies into steps.
Getting Started
Begin with the Base Service Package. This foundational experience includes a full cash-flow analysis and behavioral finance guidance. Every client starts here, ensuring a solid foundation for financial planning, goal-setting, and habit management. We’ll explore the role that money has played in your life and the financial story you want to write for your future. In this module, discover what’s possible in your unique financial situation and the steps to take you where you want to go.
From there, customize your own Way with our Modular Add-ons. Consider the areas of finance most prominent in your current season, and select the appropriate Module for that concern.
Modular Add-Ons
This à la carte menu allows you to invest your time towards the subjects that are right for you.
Tax-Planning
Who couldn’t use a little help with their taxes? This module offers tax optimization strategies, a review of your deductions, and more. Learn how to plan around your major life events to minimize tax liability and maximize wealth preservation.
Benefits Review
Does your employer offer benefits, retirement plans, or healthcare options? Let’s optimize those workplace benefits and align them with your financial goals.
College-Planning
Don’t let college expenses be a hurdle to your financial goals. In this Module, establish savings goals, review options, build strategies, and so much more. Setting your family up for success is possible.
Property & Casualty
Coverage, policies, and liability are not simple subjects. We’re here to help! It’s time to review your coverage, verify your titling, and eliminate any concerns.
Estate Planning
Is your family prepared for the “what-if?” Our Estate Planning Module will guide you through all things estates, wills, trusts, and wealth transfers. You can ensure the future of your property.
Business Planning
If you’re a current business owner, or dreaming of starting a new venture, this Module is for you. We can help you set up your business plan, create the best entity, develop financial goals, evaluate tax strategies, and more.
Advanced Tax Strategies
Your circumstances might require advanced tax considerations. Let us help you analyze potential strategies, develop the right plans, and review current tax implications.
Frequently Asked Questions
What is it?
The Wealth & Wisdom Way is our entirely-customizable plan for the person, family, or business ready to work hard to optimize their financial journey.
Who is it for?
The Wealth & Wisdom Way is right for any person, family, or business who is willing to work hard towards their goals. This is a very active, hands-on strategy, guided by the supporting advisors. To get the most out of this program, clients must be willing to invest their time into the efforts recommended by the advisor.
How does it work?
Clients join the Base Service Package and any Modular Add-ons of their choice, and then receive personalized guidance from our ESW advisors. Advisors will provide the client with resources, information, and plans appropriate for their financial goals, and meet with the client quarterly to check-in and discuss progress.
Why does it help?
Because this program is so hands-on, clients develop an ownership of their financial journey. This encourages continued effort in the direction of progress. Additionally, our ESW advisors are available for support, so clients can always find an answer to their questions, which builds confidence and clarity.