You’ve dedicated yourself to staying physically fit, ensuring your diet and exercise routine support your well-being. But how about your financial fitness?
Just like physical health, financial fitness is essential for fully living the life you’ve envisioned. Achieving it requires discipline, determination, and a long-term mindset—much like running a marathon. We believe true financial fitness means feeling confident and in control of your financial situation, allowing you to meet both your current and future needs with ease.
As with any training regimen, becoming financially fit involves learning proven principles and best practices from those who’ve achieved success. It requires dedication, consistency, and the right guidance.
Are you ready to strengthen your financial fitness muscles and work toward financial independence? If so, our
WISE360 Financial Fitness Program is here to help you on your journey!
Your financial fitness journey starts with a personalized comprehensive financial plan that provides a clear roadmap to your financial future. It outlines your financial goals, both short-term and long-term, and the steps needed to achieve them. This clarity helps you make informed decisions and stay on track.
In addition to a monthly review, you have unlimited personal guidance on your money goals from your dedicated CERTIFIED FINANCIAL PLANNER™️ (CFP®) professional. Just an email or a quick call away, you can get your burning questions answered.
It's like having a personal trainer. Over the course of your financial fitness journey, your dedicated CERTIFIED FINANCIAL PLANNER™️ (CFP®) professional can help examine your money situation, uncover your biggest pain points, prioritize your goals, help you better understand your money brief and behavior, and develop specific action steps and advice along the way.
The program is crafted as a lasting partnership aimed at maximizing your financial potential. To witness tangible results and meaningful shifts in money behavior, we recommend a minimum commitment of 12 months.
* Charged quarterly in advance. If you have assets under management of more than $500k, the monthly fee is included in your AUM investment advisory fee.
Donald Lynn Frost
Tony Robbins
Starting a new job? Not sure how much to save for retirement? Questions about life insurance? Our a la carte planning modules and coaching sessions just what you need.
You're transitioning from the accumulation phase to the distribution phase. Are you ready? Our WISE360 approach can help you tackle every wealth protection challenge retirees face.
Navigating the investment journey requires ongoing guidance. We follow a 4-step portfolio management process to ensure your long-term success.
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WISE360 is the branding for YZ Financial Advisors, LLC (YZ Financial) which is a Registered Investment Adviser in Virginia and Maryland. Advisory services are only offered to clients or prospective clients where YZ Financial and its representatives are properly licensed or exempt from licensure.
All written content on this site is for information purposes only and does not constitute financial advice or an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Investments involve risk and unless otherwise stated are not guaranteed. Opinions expressed herein are solely those of YZ Financial Advisors, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation to take into account your personal investment objective and financial situation.