Wise Choice Financial Planning is an investment advisory firm based out of Dallas, Texas.
We provide comprehensive financial plans with investment advising.
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.
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.
Wise Choice Financial Planning
Jordan Wise - Investment Advisor
Jordan@WiseChoicePlanning.com
(214) 434-1135
1910 Pacific Ave. Suite 5020
Dallas, TX 75201
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 |
| 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. |
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.
Wise Choice Financial Planning
Jordan Wise - Investment Advisor
Jordan@WiseChoicePlanning.com
(214) 434-1135
1910 Pacific Ave. Suite 5020
Dallas, TX 75201
