Service Packages for Every Stage of Financial Planning

Our packages are built around the decisions you actually face: starting a portfolio, rebalancing an existing one, or planning a withdrawal strategy for retirement. Each format includes a defined scope, a clear deliverable, and a realistic timeline, so you know exactly what to expect before we begin.

Service formats

Ways to Work With Finwise

Three structured formats that match different levels of involvement, from a single review to ongoing portfolio guidance. Each option has a clear scope and a defined next step.

Portfolio Review Session

A one-off 90-minute session where we examine your current holdings, fee structure, and asset allocation. You receive a written summary with specific adjustments you can make on your own. Best for investors who want a second opinion without ongoing commitment.

Book a review

Guided Planning Program

A structured six-week program covering budgeting, emergency reserves, debt handling, and a first investment plan. Each week includes a focused worksheet and a follow-up call. Designed for those building a financial foundation from scratch or after a major life change.

Start the program

Ongoing Advisory Retainer

Quarterly portfolio reviews, rebalancing guidance, and direct access for questions between meetings. Includes a documented investment policy statement and regular check-ins on progress toward retirement targets. Suitable for those who prefer a steady, accountable relationship.

Request details

What Each Package Actually Includes

Every format is built around a specific financial question, with a defined scope and a clear deliverable. Choose the one that matches where you are in your planning.

Portfolio Foundations

A single-session review of your current holdings, risk tolerance, and fee structure. You leave with a written asset allocation map and a list of concrete trades to consider, not a vague set of principles.

Retirement Income Plan

Designed for the five years before retirement. We model withdrawal rates, tax timing, and sequence-of-returns risk using your actual accounts. The output is a year-by-year spending plan you can test against market shocks.

ETF & Index Strategy

A focused build-out for investors who prefer low-cost passive vehicles. We compare expense ratios, tracking error, and tax efficiency across broad-market and sector funds, then assemble a portfolio that matches your income and horizon.

Inflation Defense Review

For clients worried about purchasing power. We assess how much of your portfolio should sit in TIPS, I-Bonds, or real assets, and show the trade-off between inflation protection and long-term growth in plain numbers.

Wealth Transfer & Estate Notes

A practical walkthrough of beneficiary designations, trust structures, and gifting strategies. We focus on what is actionable now and what can wait, so you are not paying for legal work you do not need yet.

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