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5000 Ritter Road, Suite 202, Mechanicsburg, PA 17055

(717) 260-5165
hello@planwise-financial.com
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Our Commitment to You

Independence

We’re not tied to proprietary products, banking, or insurance company relationships. Instead, we serve you first and offer customized strategies tailored to your needs.

Objectivity

We are consulting with you and providing insight at decision-making moments so you can make informed decisions.

Proactive

We help you anticipate your life transitions and be financially prepared for them by regularly assessing any potential life situation that might appear on the horizon.

Accountability

Partnering with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Partnership

We strive for the best life possible by understanding your background, philosophy, needs, and objectives.

Education

We have met rigorous education and experience requirements and are held to the industry's highest ethical and professional standards. Working with a CFP® professional is an essential first step toward reaching your financial goals. 

Interactive Tools

Interactive Tools

In 5 minutes or less, you’ll have a score that can help you create alignment between portfolio construction, risk tolerance and your goals.  It takes the guesswork out of your risk and reward.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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