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6 Stage Process

At Wise World Investment Planning, we walk you through our six stage financial planning process step-by-step and answer any questions along the way. This journey is designed for you. We work with you to examine the options that are available and research which investments suit your needs. We will explain to you in understandable terms what benefits and risks are involved with each option, and point you toward the investments that can help you pursue your goals. Whether you’re planning for retirement income or already in retirement, our goal is to work to make your dollars work harder for you.

1. Establish financial goals and objectives

2. Gather data

3. Process and analyze information

4. Create a comprehensive financial plan

5. Implement your plan

6. Monitor your plan

Personalized Strategies

Your life, your plan. You have unique goals. We take a personalized investment approach to help you create a comprehensive financial plan just for you.

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