A clear process for making confident financial decisions
Before investments, before planning, before commitment — we start with understanding and direction.
You’ll benefit most from working with us if you…
Are facing complex financial decisions
They involve multiple moving parts and coordination.
Value thoughtful, evidence-based decisions
Decisions grounded in sound judgment.
Want coordination across your finances
Retirement, tax, and investment decisions aligned toward the same goals.
Our Approach: The Wyze Wealth Method
Step 1: Initial Fit Call
~20 minutes
A brief introductory conversation to understand what prompted you to reach out, answer initial questions, and see if continuing the conversation makes sense.
Step 2: Discovery & Priorities Meeting
~60 minutes
This meeting is designed to understand your full financial picture, clarify what matters most to you, and identify the key decisions ahead. We’ll focus on your goals, concerns, and priorities so we can determine where thoughtful planning and coordination may add the most value.
There’s no need to prepare a full set of documents—high-level information is sufficient.
Step 3: Retirement Strategy Session
~ 60 minutes
In this session, we walk through your Retirement Readiness Snapshot—a high-level strategic view of your retirement, tax, and investment considerations based on what we learned in our previous conversations.
Rather than diving into technical detail, this meeting focuses on:
- The key opportunities and tradeoffs you’re facing
- The priorities we would focus on first
- How we would approach your situation if we were to work together
This conversation is designed to give you clarity and confidence around direction, and to help you decide whether it makes sense to move forward with implementation
Start with your Retirement Readiness Snapshot
Your first step is a brief Initial Fit Call
Ready for clarity around your financial decisions?
Start with a Retirement Readiness Snapshot to understand your options and determine the right next step.
Your first step is a brief Initial Fit Call.
