Process Followed

FiscalWise uses an integrated fact finding process that aids in the collection of helpful information to optimize the value to obtain through a financial planning and investment management effort. Information must be complete, accurate, and in some cases intimate. In order to facilitate the most productive initial meeting, we request that prospective clients provide at least overview personal financial information and bring it to our introductory meeting. Our written confirmation of a agreed introductory meeting day and time, is when we provide specific suggested items helpful to for you to have available for reference to assure our time together is productive and valued.

FiscalWise services can include advice on taxes, estate planning, cash flow and debt management, retirement, college funding strategies, charitable contributions and small-business financial planning. There is nothing that is off limits. If it has to do with money, we help our clients with it.

It is probably easier to describe what we don’t do. For example, although we are very involved with tax planning for our clients, we don’t prepare tax returns. We WILL recommend (or work with) each client’s tax preparer to make sure the job is done properly while taking full advantage of appropriate tax benefits. And while we will give our clients an objective analysis of what kind (and how much) insurance they need, we don’t actually sell insurance products.