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FINANCIAL PLANS FOR EVERYONE

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Wise Choice Financial Planning is an investment advisory firm based out of Dallas, Texas.



We provide comprehensive financial plans with investment advising.


Proverbs 1:5 

A wise man will hear and increase learning, and a man of understanding will attain wise counsel.

Meet Jordan Wise

Founder & Investment Advisor at Wise Choice Financial Planning


My journey into financial planning started in Arlington, Texas. After studying at UT-Arlington and working at Fidelity Investments, I realized the impact financial planning and investing could have in my community and I devoted myself to helping people improve their lives.

I decided that starting Wise Choice Planning was the best way I could directly help people grow and manage their wealth. I envisioned an investment management firm that would serve members in my community who have been historically undeserved by the financial services industry. I want to provide financial plans that will grow people's wealth beyond the customary value of their home and insurance policy. I also want to provide opportunity for financial professionals to gain experience helping people without the burden of selling products.

I'm dedicated to improving the lives of others through financial planning and I enjoy seeing the difference this is making in my community. I'm committed to integrity, honesty, and transparency. I'm very blessed to be able to do what I love and have the opportunity to help people in ways that are very important to them.



The CFP Board’s ten questions for your adviser:


1. What experience do you have?

I have 6 years of experience in the financial services industry. I have experience with investing, financial analysis, insurance, financial planning, accounting, and corporate finance.


2. What are your qualifications?

I am a licensed and registered Investment Advisor.


3. What financial planning services do you offer?

I offer retirement planning, debt planning, estate planning, investment planning, insurance planning, tax planning, and employee benefits planning.


4. What is your approach to financial planning?

I offer an in person, online, and app based financial planning process. I create every financial plan to be unique to each person's needs, wants, and risk tolerances. I help execute action items in a financial plan such as the investment management and professional referrals. Our app is designed to give our clients complete transparency 24/7 into their investments and progress of their plan.


5. What types of clients do you typically work with?

My typical client is between the ages of 25-40, although I also work with some pre-retirees. They are usually working in their desired career field and have a long-term time horizon for their plan. I’ve worked with a concentration of teachers and other public service workers as well as first time home buyers.


6. Will you be the only financial planner working with me?

Yes, I will be your dedicated financial planner.


7. How will I pay for your financial planning services?

There is a monthly subscription fee for the comprehensive financial planning service. For investments held and managed by our firm we charge an Assets Under Management fee that is deducted from your account balance. If applicable, we may charge hourly fees.


8. How much do you typically charge?

For the financial planning subscription the negotiated fixed rate for creating client financial plans is between $20 and $300 monthly. For investment management the fee is 1.00% AUM annually. For hourly fees the negotiated hourly fee for these services is between $125 and $300.


9. Do others stand to gain from the financial advice you give me?

We may refer you to a financial professional who is trained and licensed to perform certain duties such as sell life insurance. In a case like this the financial professional is compensated only if you use their services or products.


10. Have you ever been publicly disciplined for any unlawful or unethical actions in your career?

No.

DISCLOSURE:

This list is for investors only and in no way implies that this advisor has this professional designation.



CONTACT

Wise Choice Financial Planning

Jordan Wise - Investment Advisor

Jordan@WiseChoicePlanning.com

(214) 434-1135

1910 Pacific Ave. Suite 5020 

Dallas, TX 75201



Jordan Wise Photo

Jordan Wise

Investment Advisor
Read Bio

Jordan@wisechoiceplanning.com


I was born and raised in Arlington, Texas and I'm proud to call this city home. I attended Juan Seguin High School and was part of the 2008 football team that won a Bi-District Championship that season (I played Right Guard). After high school I attended Texas Wesleyan University, Tarrant County College, and the University of Texas at Arlington where I went on to graduate with a BBA in Business-Finance. During my days at UTA I would go on to meet my future wife Sharhonda and settle down together in west Arlington with our dog Rex. I am a member at Mayfield Road Baptist Church and Koinonia Christian Church, both in Arlington.

Some of my favorite hobbies include watching sports, playing video games, and music. I'm a huge homer in that my favorite teams are the Cowboys, Mavericks, Rangers and Stars. There's almost nothing better than a Sunday when the Cowboys are playing. Some of my favorite video games include Madden, NBA 2K, Call of Duty, and just about any Mario game you can think of the last 30 years. I enjoy a wide range of music which includes Hip Hop and Classic Rock. Some favorite artists would include UGK, Big Krit, Erykah Badu, Billy Joel, and Steely Dan. 

I learned alot from living with my grandma off and on while growing up. She was a child of the Great Depression and taught me many of the valuable lessons of that time. She taught me things like saving, how to not waste anything, and how to be frugal when shopping. She was able to enjoy a stable retirement and was living proof that hard work and planning would pay off. During the 2008 recession we witnessed many people lose out on having the same opportunity at a stable retirement and that motivated me to learn how I could help others retire. 


Learn More About Me


What do you do in your spare time?
On the weekends my wife and I spend alot of time watching football. We've started a small sports memorabilia collection and keep up with the latest news on college recruits from our area. 

Who did you look up to growing up?
Dirk Nowitzki. I always looked up to the dedication he had to his craft and the loyalty to his team and community. 

What is your favorite drink?
Dr. Pepper

What school did you attend?
I graduated from the University of Texas at Arlington with a BBA in Finance.




Proverbs 11:25 

A generous person will prosper; 

whoever refreshes others will be refreshed.

FINANCIAL PLAN

      Connect with an advisor to solve these important life questions:

How and where do I invest my money?Can I afford to buy that house?
When will I be able to retire?How can I rollover my 401k after leaving my job?
How much do I need to save for retirement?How do I create the right budget?
How will I withdraw money when I retire?How do I get out of debt?
Can I save enough money to reach my goals?How can I save for my children's education?


We will create a financial plan and investment portfolio that is tailored to your unique needs. As your plan is executed we will provide updates and you can monitor your progress on our Wise Choice App.  

A Financial Planning Subscription gets you the following benefits:

Comprehensive Financial Plan
Dedicated Advisor
Portfolio Creation
Investment Advising
Access to Financial Planning App & Software
Progress Reports

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Financial Planning With an Advisor

What Does an Advising Session Consist of?

Each advising session will focus on the following:


Retirement Planning
Determine your retirement goals and the actions necessary to achieve them. Ensure a proper budget and plan around your employee benefits.
Debt Management
Strategies on managing debt more effectively and a debt management plan to get you closer to your goals.
Estate Planning
Planning and arranging for the management and transfer of your assets in your estate. This includes wills, and trusts.
Investment Planning
Identifying effective investment strategies that align with your appetite for risk and financial goals.
Risk Management
Evaluating your financial risks and identifying the ways to avoid or minimize their impact with insurance.
Tax Planning
Minimize your tax liabilities and maximize your ability to save and build wealth.



Our Financial Planning process includes:


Assess the current situation
A financial assessment will be performed to determine your current financial status. This will involve gathering information on assets, liabilities, income, and expenses.

Identify Goals and Objectives
Goals and objectives may include children’s education, preparing for retirement, supporting elderly parents, relieving financial pressures in maintaining your current lifestyle, eliminating debt, and many other financially impacting events. 

Identify Financial Risks
Identify the risks and obstacles that stand in the way of achieving your goals and financial security. Obstacles and risks can include debt, high tax burdens, unexpected events, inadequate cash flows, too much or too little insurance coverage, and investments that do not maximize returns.

Recommendations
We will provide written recommendations, observations and findings, alternatives, assumptions, and a recap of your goals. The recommendations will be tailored to meet the goals and objectives in line with your values, temperament, and risk tolerance.

Implement Strategies
Implementing the recommendations and putting them into action. We will assist and advise in executing the recommendations according to the timeline of the prioritized action plan.

Monitor and Review
We will provide periodic review and revision of your financial plan to ensure alignment with achieving your goals. We will review performance and progress of the plan.

We provide financial planning and investment advising that will put you on track to reach your goals. We are fee based and will provide you with the knowledge and resources you need to be successful. We want to create solutions that are easy to understand and relative to your day to day life.


MoneyGuidePro Planning Software

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INVESTMENT ADVISING

Open an investment account to be managed by our licensed Investment Advisor. Let us help you invest towards your financial goals. We will create a financial plan and choose the investments that meet your specific needs.

What to expect

  1. Free Initial Consultation

  2. Create Financial Plan & Identify Risk Tolerance

  3. Create login to view investments 24/7

  4. Fund Investment Account

  5. Investing begins and is managed by Advisor

  6. Review results and updates with Advisor


Schedule a free consultation to begin and open an account.

SCHEDULE CONSULTATION




PRICING

After completing a free initial consultation, your advisor will send you a proposal for pricing on the services specific to your plan. See the pricing guidelines below:


Financial Planning

  • The negotiated fixed rate for creating client financial plans is between between $20 - $300 a month.
  • If hourly, the negotiated hourly fee for these services is between $125 and $300.
  • Financial planning includes the creation & ongoing maintenance of a financial plan.

 Investment Advising

  • For Investment Management our fee is 1% annual of Total Assets Under Management.
  • In applicable, the negotiated hourly fee for these services is between $125 and $300.
  • Investment management includes opening an account to be actively managed by an investment advisor


SCHEDULE A FREE CONSULTATION OR CALL US AT 214-434-1135

SCHEDULE FREE CONSULTATION

LOGIN TO YOUR ACCOUNTS

FINANCIAL PLANNING

FINANCIAL PLANNING LOGIN

  • Review Your Financial Planning info
  • Use Financial Tools
  • See Your Budget Tracker

INVESTMENT ACCOUNT

INVESTMENT ACCOUNT LOGIN

  • View Current Investments
  • View Investment Reports
  • Deposit & Withdraw Funds




CONTACT

Wise Choice Financial Planning

Jordan Wise - Investment Advisor

Jordan@WiseChoicePlanning.com

(214) 434-1135

1910 Pacific Ave. Suite 5020

Dallas, TX 75201