FAQs

Personal financial planning involves managing your finances—including your income, expenses, and investments—to ensure that you are able to meet personal goals like saving for a comfortable retirement. Consider financial planning as a roadmap that leads you to where you want to be five, 10, or even 20 years from now.

Wealth management is a service utilized by individuals and families with a high net worth, as their needs can be quite unique and complex. Financial planning, in contrast, is something that can benefit anyone, no matter their net worth.

Everyone can benefit from the services of a financial advisor. The role of a financial advisor is to help you develop an investment strategy to work toward your financial goals, whatever they are. For many, this means saving for retirement, but a qualified financial advisor can help you get started with investments, budget for your children’s college education, save for a down payment on a home and provide guidance to help you make informed financial decisions. You tell us your goals and we will provide guidance, perspective and judgment to help you work toward those goals.

Financial planners have the knowledge, experience, insight, and training to help their clients develop prudent strategies for managing their finances and maximizing their investments. At Future Wise Wealth Management, we use a comprehensive approach centered around providing financial recommendations designed to help you achieve all that is important to you.

We work with both families and individuals, as well as businesses and foundations, and different organization What these two groups have in
common is that they choose Futurewise wealth Management because they are seeking industry expertise to help them reach their investment goals, not simply a retail advisor. We have a breadth of experience developed over years and we are constantly advancing our knowledge through
continuing education classes, conferences and professional resources.