Are You Financially Fit?
You have worked out religiously to stay fit, and you also make sure your diet is good for your wellbeing. How about your financial fitness?
Financial fitness is fundamental to fully experiencing life you have envisioned. Achieving financial fitness requires discipline and determination over the long term, just like running a marathon. We believe that becoming financially fit means feeling good and confident about your financial situation. It means being able to manage your money in order to meet your current and long term needs. As with any type of training, becoming financially fit requires learning the principles and best practices that others have used to achieve their financial success, as well as the determination.
Are you ready to stretch and grow those financial fitness muscles to become financially independent? We hope so, because our
WISE360 Financial Fitness Program is ready for you!
Why financial fitness?
Personalized Comprehensive Financial Planning
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.
Unlimited Personal Guidance
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.
Your Accountability Partner
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.
Live your life your way. Join TODAY!
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.
Initial Onboarding
$1,500
Individual
$299/month*
Couple
$399/month*
* 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.
explore other ways we can help you
modular financial planning & coaching
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.
retirement gps program
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.
Investment management
Navigating the investment journey requires ongoing guidance. We follow a 4-step portfolio management process to ensure your long-term success.
Employers, let us support you
as you support your employees!
Employees who are happy with their personal finances are more productive, active, and focused at work.
Employers today are increasingly aware of the importance for employee financial wellness.
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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.