Finally, a Certified Financial Plan You Can Afford

Your Financial Decisions Will Make or Break Your Future. We’ll Give You the Roadmap You Need to Succeed…

Learn more

It's Time to Plan for Your Future
or Risk It All...

Get Your Certified Financial Plan Now

This Is One of the Most Important Investments You Will Ever Make

  • Analyze Your Spending Habits
  • Set Financial Goals
  • Get a Clear Roadmap for Your Future

Define How Much You Should Set Aside for Retirement

  • We'll Show You How Much You Need to Save
  • Discover If You're Investments Are Really Working for Your Future
  • Our Team Will Help You Create Plan for Success

Powerful Money Management Tools at Your Fingertips

  • Gain Access to Powerful Money Management Tools & Resources
  • Enjoy Unlimited Educational Resources
  • Be Certain You're Making the Right Choices, at the Right Time

You're Never Just a Number... We Consider You Family

  • Our Team of Certified Advisors Are 100% Committed to Your Future
  • You'll Never Be Alone
  • We'll Be Here for You Every Step of the Way

Tap Into Our Online Community for Information & Support

We're creating a massive community, so we can all succeed together. Leverage private Facebook groups to connect with financial experts & your peers for support.

How It Works

  1. You'll provide complete details as to how you spend your money, what you've invested in, how much money you've saved and when you hope to retire.
  2. A certified financial planner will analyze the information that you have provided.
  3. You'll be given an official Certified Financial Plan. Additionally, you'll be able to utilize comprehensive tools to help you better manage your money and set goals.

Frequently Asked Questions

  • Why Should I Choose WiseBean?

    WiseBean offers a Certified Financial Plan for only $600… not the usual $5,000+ that the wealthy pay for a financial plan. We are here for our customers and provide valuable financial planning tools and resources 24 x 7.

  • What Is a Certified Financial Plan?

    A Certified Financial Plan (CFP) is a carefully crafted financial plan by a licensed professional that provides a roadmap for your financial success.

  • What Does Financial Planning Involve?

    Financial planning is the process of developing a plan for budgeting, taxes, retirement, education, insurance, and estate needs. When you work with a CFP, you establish your financial concerns and future goals, your financial data is gathered and analyzed to determine your financial situation, and a plan is developed to best help you reach your goals.

  • Why Should I Have a Certified Financial Plan Created?

    You deserve a holistic financial roadmap for your future. With WiseBean, you will have a Certified Financial Planner… rigorously trained in 72 areas of financial expertise… Committed to developing a plan for your best interests. You’ll learn what you’re doing right, where you need to improve and develop a roadmap to help you reach your financial goals.

  • How Do I Determine My Long Term Financial Goals?

    Your goals might include early retirement, travel, vacation home, or building a family business. WiseBean will lead you through a process to help you determine your goals and to prioritize them as necessary. We will help you to meet your goals, by creating a customized financial plan, strategic investing and tax planning. As your life changes, your goals may too. Our team will continue to work with you in identifying changes to your goals and updating your plan.

  • How Often Should I Review & Revise My Financial Plan?

    It is important to review your CFP at least once a year. When you use WiseBean, you’ll have the ability continually review your goals and how you’re progressing. You’ll also have access to your professional planner who will keep you on your toes.

Access Our Full Stack of Financial Planning Growth Solutions

If you take the time to REALLY analyze your spending habits, investments and hopes for retirement, you’ll become clear on how important it is for you to plan for your future.  There’s so much that goes into making the right decisions at the right time.

  • Want help investing, intelligently? Get Started Here.
  • Need help getting your child to college? Use the ultimate planning & finance tool.
  • Need Mortgage Advice? Gain Non-Commissioned Help Here.
  • Is Your Family Protected? Get Properly Insured Here