Are you ready for a total financial planning experience? 


We’ve partnered with Rooted Planning Group to offer clients comprehensive financial planning packages to include on-going financial planning advice, investment, and tax planning services. This new and elevated way of working together will help you live a richer life  – literally, and figuratively! 

We’d love to work with you!


Get in touch to discuss whether our solutions are the best fit for your needs. 


Please fill out the form below to schedule a 30-minute call, and either myself or one of my Rooted Planning Group colleagues will get back to you with a date and time to connect.


Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048


323.389.5153 Phone

323.852.3183 Fax

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