WISEplanning offers financial solutions. They also provides insurance, mortgages, mindset alignment, and business services. They provide their services to individuals looking to grow wealth and those looking to acquire it. Their wealth generation strategies, research, and tools are delivered through coaching and consulting. Financial positioning or resilience includes cash flow management, emergency reserves, sound debt management, and managing unexpected and serious health events. Real financial independence, real freedom, they think, is a way of life that clients choose where good health prevails and where time and money are freely available in abundance.