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Implementation

FiscalWise uses our expertise and resources to help Clients make smart choices and take appropriate actions.  We work together to make steady progress towards meaningful goals - and help Clients enjoy the journey!  FiscalWise role is to manage the complexity of our Clients' financial lives:

  • Execute new or revised plan financial alternatives
  • Make informed decisions
  • Make specific recommendations
  • Implement our agreed-upon recommendations

FiscalWise collects all pertinent financial data and documents, and drafts a written statement of objectives.  The consequences of taking particular actions, or no action at all are determined.  Client meetings are fully documented, with a detailed written summary of any conclusions.  Through analysis of financial outcomes, based on current strategies and using all verified data, there is an opportunity to re-work objectives to eliminate or minimize any problems.  A close look at subjective information about Client’s hopes and dreams for the future, their fears and concerns, and the emotional issues that motivate human behavior, is a value delivered to all Clients.

We discuss the financial plan merits and potential problem areas; evaluate available options; then choose the most appropriate strategy.  The written plan is the culmination of our decisions - with the objective clear for the Client to buy (instead of being sold) and proceed on the best way forward.

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Media Office: Fiscal Wise, Inc., 516 South Avenue, Media, PA 19063-4015Phone: 610-891-7760
Northern Lancaster County Office: Fiscal Wise, Inc., 112 Muddy Creek Church Rd, Denver, PA 17517
Lancaster - Meeting Office: Regency Offices, 2148 Embassy Drive (near Rohrerstown Road and Columbia Avenue), Lancaster, PA 17603

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