Our Processes
At Wisepath Financial Group, we specialize in financial planning, estate planning, retirement planning, and trust funding. Our approach focuses on delivering integrated solutions that empower and educate clients, helping them navigate their entire financial picture. With the expertise of our five affiliated companies, we seamlessly work together to provide customized financial strategies that enhance value, maximize earnings, lower expenses, and minimize tax exposure. Simply put, our goal is to help you widen the gap between your income and your expenses, while securing your financial future.
Our Process:
A Comprehensive Approach to Your Financial Future
At Wisepath, we take a holistic, goal-based approach to your financial planning. Whether you’re focused on estate planning, retirement planning, or trust funding, we ensure that every aspect of your financial journey is aligned to help you achieve your goals.
1. Introduction to Wisepath Financial Group
We begin with an introduction call. This initial connection sets the foundation for understanding your unique needs in areas like estate planning, retirement planning, and trust funding.
2. Appointment Scheduling
Once introduced, we make scheduling your first appointment easy by confirming via phone, email, or text. We ensure you’re prepared by sending reminder emails with fact finders and checklists related to financial planning, estate planning, and retirement planning.
3. First Appointment – Initial Consultation
In this initial meeting, we’ll walk you through the estate planning and retirement planning processes, and explain how we help you achieve your goals. We’ll discuss your financial journey and review the fact finder you’ve completed, noting important aspects of your trust funding needs and broader financial goals.
4. Client Case Design
After your initial appointment, we begin gathering the necessary information to design your custom financial plan. We enter your data into advanced planning software and collaborate with experts in estate planning, retirement planning, and trust funding to explore the best strategies for your needs.
5. Second Appointment – Recommendation Consultation
In your second appointment, we’ll present our recommendations based on your goals and concerns. We’ll walk through your retirement planning report and discuss any potential areas of concern, such as tax exposure or your trust funding needs. We’ll ensure you fully understand your options before moving forward.
6. Third Appointment – Implementation Consultation
During this appointment, we’ll finalize all details and begin implementing your customized financial strategy. This includes setting up your estate plan, establishing your trust funding strategies, and ensuring that your retirement plan is on track.
7. Follow-Up on Business
After implementing your plan, we keep you informed by following up with insurance carriers, trust funding professionals, and underwriters to ensure everything is progressing smoothly and your strategy remains intact.
- Monitor progress with carriers and underwriters
- Confirm that all trust funding and retirement planning strategies are on track
- Provide regular updates every three business days
8. Welcome Appointment & Annual Reviews
Once your plan is in motion, we celebrate your commitment to your future and discuss potential estate planning updates, retirement planning adjustments, and trust funding changes. Annual reviews are scheduled to ensure your plan remains aligned with your goals, addressing life changes as needed.
Post-plan care:
- Annual review to track progress
- Ask for referrals from satisfied clients
- Address life events that may impact your financial plan
Why Choose Us?
Why Choose Wisepath Financial Group for Your Financial Planning Needs?
At Wisepath Financial Group, we pride ourselves on offering more than just individual products. Our integrated approach to financial planning, estate planning, retirement planning, and trust funding allows us to deliver a seamless, one-of-a-kind strategy that addresses your entire financial picture. Here’s what sets us apart:
1. Comprehensive Financial Solutions
We specialize in providing estate planning, retirement planning, and trust funding as part of a comprehensive, cohesive strategy. Our approach ensures that all areas of your financial life work together to maximize benefits and minimize inefficiencies.
2. Collaboration Across Our Affiliated Companies
Our five affiliated companies work in harmony to offer specialized expertise in areas such as tax minimization, estate planning, and retirement solutions. By collaborating across our network, we ensure you receive the best, most efficient solutions.
3. Streamlined and Efficient Communication
We simplify the process for you by providing one point of contact across all areas of financial planning. Our seamless coordination eliminates the confusion and inefficiencies of working with multiple professionals, saving you time and money.
4. Maximizing Savings Through Integrated Planning
Our estate planning, retirement planning, and trust funding strategies are designed to reduce taxes, lower expenses, and improve overall financial efficiency. Our goal is to help you retain more of your hard-earned income.
5. Personalized Education and Empowerment
We believe that financial planning should empower you to make informed decisions. Throughout the process, we take the time to explain each strategy, so you understand how our estate planning, trust funding, and retirement planning solutions work together to achieve your goals.
Ready To Get Started?
Begin The Discussion With Wisepath Group Today!
Our proven process is built on experience, care, and strategic planning. With over 50 Certified Long-Term Care Planners on our team, we provide the guidance you need to navigate financial decisions with confidence.