Choose the format that matches your experience level and the depth of guidance you need. Each option below is a self-contained service with its own scope, deliverables, and review process. No pricing is listed here; you will receive a detailed proposal after a short discovery call.

Portfolio Review Session

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Retirement Income Plan

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ETF & Index Fund Builder

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Ongoing Advisory Retainer

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Four ways to work with Finwise, from a single review to a long-term plan

What you can do with a Finwise account

A practical breakdown of the tools and formats we offer, from guided portfolio reviews to self-directed ETF building blocks.

Finwise options

Portfolio health check

A structured review of your current holdings, fees, and asset allocation. You get a clear list of what to keep, what to trim, and what to rebalance first.

ETF model portfolios

Ready-made, low-cost ETF combinations for different time horizons. Each model comes with a plain-language explanation of why the pieces fit together.

Retirement income plan

A step-by-step plan for turning savings into a dependable income stream. We cover withdrawal order, tax timing, and how to adjust for inflation.

Dividend growth tracking

A simple system to monitor dividend payments and reinvestment. See how your passive income compounds month by month, without spreadsheets.

Inflation protection guide

Concrete ways to shield your purchasing power, from Treasury-linked bonds to real assets. We explain the trade-offs in plain terms.

One-on-one coaching call

A 45-minute session with a Finwise advisor to talk through your specific situation. You leave with a short action list, not a sales pitch.

Not sure where to start? Read the support guide or compare our full solutions.

How the advisory process works

From your first question to a working plan

See what a plan covers

1. Tell us where you stand

You share your current savings, debts, income and what you want to achieve in the next five to fifteen years. No forms longer than a page, no jargon.

2. We map the gaps

We compare your situation against realistic benchmarks for your age and income bracket. The output is a short list of what is missing, not a generic checklist.

3. You pick the format

Choose a single consultation, a quarterly review, or a guided build where we walk through each step together. Every format has a fixed scope and a clear end date.

4. We draft the plan

You receive a written plan with specific numbers: how much to set aside monthly, which accounts to use first, and what to sell or stop funding.

5. You implement, we adjust

After you act on the plan, we review the results at the agreed checkpoint. Changes in income, interest rates or family needs get folded into the next version.

6. You keep the framework

The final document is yours to keep. It includes the reasoning behind each step, so you can maintain the plan on your own or return for a refresh later.

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