Frequently Asked Questions
FAQ
Financial Planning
What’s included in a financial planning session?
Each session includes budget analysis, goal setting, financial health assessment, and a tailored action plan.
Can I book a one-time consultation?
Yes! We offer both ongoing plans and one-time sessions to suit your preferences.
How often should I update my financial plan?
We recommend a review at least once a year or whenever you experience a major life event.
Is my information kept confidential?
Absolutely. We follow strict confidentiality protocols and data privacy standards.
Do you offer family or joint planning sessions?
Yes, we offer plans that cover couples and families with shared financial goals.
Investment Services
What is the minimum investment required?
It depends on the plan. For our Managed Growth tier, the minimum is $50,000 in assets under management.
Do you offer ethical or ESG investment options?
Yes, we can customize your portfolio to align with ethical and sustainability preferences.
How do you select investments for my portfolio?
We assess your risk tolerance, timeline, and goals using both human insight and AI-based analysis.
Can I view my portfolio online?
Yes, all clients receive access to a personalized dashboard for real-time portfolio tracking.
What fees are involved in managed investment services?
Fees vary by plan, ranging from flat annual rates to a percentage of assets managed.
Real Estate & Retirement
What does your real estate consulting include?
We provide ROI analysis, property selection advice, mortgage strategy, and tax impact assessment.
Can you help me decide between renting vs. buying?
Yes. We’ll evaluate both options based on your financial situation and goals.
Do you advise on investment properties?
Definitely—we help evaluate rental income potential and long-term value.
What’s the best time to start retirement planning?
It’s never too early! But ideally, start in your 20s or 30s for the greatest benefit.
Can I roll over my 401(k) with your help?
Yes, we assist with rollovers and consolidation of retirement accounts.
Billing & Support
How do I sign up for a subscription plan?
You can sign up directly on our website or through a consultation call.
What payment methods are accepted?
We accept credit cards, ACH bank transfers, and select digital wallets.
Can I pause or cancel my plan at any time?
Yes, our plans are flexible and can be paused or canceled with advance notice.
Is there a free trial available?
We offer a free 30-minute consultation to help you determine the right plan.
How do I upgrade or downgrade my plan?
You can adjust your plan anytime via your client dashboard or by contacting support.
Still Have Questions?
If you didn’t find the answer you were looking for, our financial experts are just a message away.
Client
Testimonials
“FinWise helped me take control of my finances. Their expert advice and long-term investment strategy have given me confidence in my financial future.”
James T.,
Business Owner
“We trust FinWise with our family’s financial future. Their professionalism, transparency, and commitment give us complete peace of mind.”
Chris B.,
Physician
“Thanks to FinWise, I finally feel prepared for retirement. They took the time to understand my goals and created a clear, achievable plan.”
Michael R.,
Retired Engineer
“With FinWise, investing doesn’t feel intimidating. They break things down into simple steps and track everything for you—so helpful!”
Daniel W.,
First-Time Investor
“We needed help diversifying our assets, and FinWise delivered. They tailored a plan that fit our risk tolerance and long-term goals perfectly.”
Ethan L.,
Corporate Executive