Wise Wealth
Financial Planning with Education at the Forefront

Retirement is the time to relax and enjoy life with family and friends. However, to realize this dream, one must be financially prepared and begin planning early. Sadly, most Americans don’t have a written retirement income plan and therefore can benefit immensely from the assistance of a financial planning firm to plan and execute strategies that can take their retirement goals to success.

Enter Wise Wealth.

A leading independent, full-service financial planning firm, Wise Wealth is equipped with all the necessary tools to help clients simplify and streamline the retirement planning process. The firm specializes in providing objective and comprehensive consulting services and guidance that enable them to build retirement plans that are simple yet effective. It achieves this with its education-first business model, where the Wise Wealth team focuses on empowering clients with knowledge before crafting a plan. This is ideal, as educating clients on retirement planning can help them better understand their goals and build a robust plan.

“We’re an education-based financial planning firm that prioritizes wisdom over wealth,” says Stephen Stricklin, president and founder of Wise Wealth. “With our unique approach to, we help clients “make work optional” and design plans that lead to the freedom to give, serve, and enjoy life like never before.

Adhering to this goal, team Wise Wealth embraces a comprehensive, customer-centric approach when collaborating with clients. A typical engagement begins with “W meetings,” where it gains a holistic understanding of clients and their goals via “who, what, when, where, and why,” questions. In other words, the firm gathers all the quantifiable and qualifiable information about them. It then translates them into “I meetings” and presents the different options available to accomplish their goals.

After clients opt for an idea, team Wise Wealth takes them to the “S meeting,” where it puts together a strategy that best fits their objectives.

This is followed by building a plan and taking it forward while its team focuses on completing complex and tedious paperwork. Wise Wealth evaluates the plan and its progress in the final “E meeting,” which is also a continuous learning process for clients.

Needless to say, Wise Wealth seeks opportunities to build long-term relationships with clients rather than making business transactions. It takes significant time to first understand their goals and then deliver a solution that leads them to success. This is instrumental in helping alleviate the most demanding challenge associated with retirement planning—longevity risk.

Wise Wealth attributes its success to its team of extremely qualified and highly competent professionals—financial planners, tax professionals, financial analysts, and operation and marketing specialists— committed to delivering the best outcomes. They’re certified and hold extensive experience in their areas of expertise, making them ideal to work closely with clients on financial planning. They work as a team and offer professional and competent guidance, which is an aspect that most clients appreciate about Wise Wealth.

“We always focus on education and continuously educate our team to better educate our clients,” says Stricklin. “Part of our education is through our book, our course, or our podcast – all under the “Simplify Your Retirement” brand, which serves as an initial touchpoint for various clients to find us and build a peaceful and enjoyable retirement.