Brooke Weise

Weise Financial Wellness charges starting at $3,000 per year for ongoing financial planning, following the delivery of an initial comprehensive financial plan. Fees can be paid monthly, quarterly, or semi-annually after the services are provided. This ongoing service includes regular check-ins at least quarterly, continuous monitoring of progress toward established goals, plan updates as life situations evolve, and availability for unexpected life events.

• Comprehensive financial plan — Starting at $1,500, involving an in-depth review of your financial resources, goals, and objectives, resulting in a detailed written or electronic plan delivered during an in-depth review meeting.
• Project-based financial planning — Fixed fees starting at $1,500, or hourly billing at $300 per hour with a two-hour minimum, designed for addressing specific financial questions or targeted issues.