Partnering with WiseInvest®: Planning Beyond the Numbers for Your Business Owner Clients
As a fractional CFO, you’re deeply involved in the health of the business—optimizing cash flow, managing risk, and supporting growth. But when it comes to your clients’ personal financial
future or long-term protection, that’s often outside your scope. That’s where WiseInvest® steps in.
We work alongside you to help business owners align their personal and business financial plans—protecting what they’ve built, preparing for what’s ahead, and giving them peace of mind
beyond the spreadsheet.
How We Help Your Clients
Our role is to complement yours—by helping your clients address the financial areas that often fall between business performance and personal planning.
Our Process
UNDERSTANDING YOUR NEEDS
Discovery Phase
We start by listening, getting to know your goals, challenges, and opportunities. This is where we lay the foundation for a strategy that truly fits you.
1
DESIGNING A TAOLORED PLAN
Planning Phase
With a clear picture of your needs, we craft a customized plan designed to grow, protect, and transfer your wealth efficiently.
2
BRINGING THE PLAN TO LIFE
Implementation Phase
We put the strategy into action, ensuring everything is executed smoothly and effectively. We're with you every step of the way.
3
STAYING ON TRACK
Review Phase
Life changes, and so should your plan. We conduct regular reviews to adjust and refine your strategy, keeping you on course toward your financial goals.