Wise Planning

Wise Planning is a financial planning firm based in Seattle, Washington. The company employs 13 people and generates $2.5 million in annual revenue. Wise Planning offers a holistic financial planning process designed to empower individuals to make informed financial decisions and achieve their goals. Their financial counseling services cater to people who may lack the time or expertise to effectively manage their finances. The company takes a personalized approach, carefully considering each client's unique circumstances to develop tailored strategic solutions for a variety of financial matters. Wise Planning distinguishes itself by its commitment to objectivity. The firm does not sell financial products or accept commissions from service providers, ensuring that recommendations are driven solely by the client's best interests. Clients are guided towards cost-efficient financial products that align with their specific needs. For more information about Wise Planning's services, please visit their website at wiseplanning.com.