OUR APPROACH

WE LOVE WHAT WE DO

LIKE ANNIE LOVES HER TENNIS BALL


WISE360 = Collaborative + Holistic Approach


Why WISE360? 


YZ (pronounced “wise”) represents and stands for W.I.S.E = Wisdom, Integrity, Stewardship, and Empowerment. These are the core values embeded into the way we approach wealth and serve our clients every single day. 


360 - mathamethically, a complete trip around the edge of a circle. In our practice, it is our ability to see everything around you and money. We take a collaborative and holistic approach in crafting recommendations and integrated solutions for each of our clients. Our comprehensive financial planning process and framework help you pinpoint your most important financial objectives. 


Our WISE360 appraoch is the reflection of what we believe:


Our primary role is to be your advocate focusing on what is most important to you. We will invest the time it takes to clearly understand your background, philosophy, needs and objectives prior to advising you on the actions you must take to have the greatest opportunity to achieve your goals.


Our Advisory Relationship depends upon an open sharing of beliefs, ideas and concerns. We do not have to agree on all issues, but we must be sure to discuss all those issues that are important to you. We will help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress toward achieving them.


Sound Planning must be based on following a well thought out plan as a guide to your goals and realistic expectations which are necessary for successful planning. 


The Success of Your Planning is measured by whether your goals have been met. Success should not be measured against an arbitrary standard or index. The goal is to maximize your after-tax wealth, net of fees, consistent with your risk tolerance and need for income.


The Greatest Risk you may ultimately face is failing to meet your goals. If you don't meet your goals, your plan fails.


Communication is critical. We need to know what is most important to YOU and be proactive if we are to give you the services you deserve.


Our Ideal Clients


Each ideal client is different. We appreciate our clients for their uniqueness and who they are. We are selective in who we work with because we strive to have deeper, more consultative relationships. 


At YZ Financial, we take advantage of modern technology to improve our client experience and efficiency. We operate digitally. Therefore, our ideal clients are comfortable with technology and embrace the paperless experience.


We help people reach their best possible outcomes. Here are a few ways to describe those who work best with me. You:


• Want a well-organized financial life

• Are willing to be open with us about your financial situation

• Are serious about a long-term partnership and accomplishing meaningful goals

• See the value in paying for professional advice, taking responsibility for your decisions, and then delegating as much as possible to your trusted advisors

• Have realistic investment expectations that focus on progress towards securing your desired long-term financial futures rather than the short-term gyrations of investment markets.


If this all sounds like you and you are looking for a WISE partner, we might be a great fit!



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