At Timewise Financial, we offer more than just money management. We help you define a clear purpose for your future, and implement a carefully crafted financial and investment plan that gives you the confidence to live a meaningful life. Allow us to help you create purposeful wealth because you want your life to be meaningful and driven by a purpose that inspires you daily.
Most of our clients are highly accomplished women and couples who have accumulated great wealth but are entering a new phase of life that is causing uncertainty. These people have achieved many milestones but now lack a clear vision and purpose for the next phase of life. They want more than just investment advice.
Most of our clients are highly accomplished women and couples who have accumulated great wealth but are entering a new phase of life that is causing uncertainty. These people have achieved many milestones but now lack a clear vision and purpose for the next phase of life. They want more than just investment advice.
Services
Our goal is to elevate your expectations for yourself and your finances so you can live your version of a meaningful life. What that life looks like is unique to each client, but we believe that our role as your financial coach is to challenge, educate, and inspire you to expand your vision of what you thought was possible.
Our different investment strategies depend on which investment philosophy applies to you:. As you near certain goals in life, we protect what you have created - this is essential for safety and peace of mind. Our team of subject matter experts specialize in the planning services you need to support your current phase of life.
Our office is conveniently located in beautiful Woodstock, Georgia. Let us help you plan for retirement with tax-smart investment strategies and a holistic approach to financial planning. We can guide you to discover what it means to live a meaningful life and then design a plan to help you achieve it!
Our clients are incredibly important to us. We're looking for relationships - not just transactions. Too many advisors simply skip the step of helping you define your goals, but often that's where clients struggle the most. We help provide truly comprehensive financial planning for those looking to explore what's possible in the future and learn how our extensive experience can help you achieve it.
Getting great financial advice is all about finding the right partner to guide you. Timewise Financial goes beyond a typical plan for retirement to help you discover a purpose for your money, and then create a comprehensive plan designed to help you reach your goals. Most of our clients are highly accomplished women and couples who have achieved many milestones but now lack a clear vision and purpose for their next phase of life.
Reviews (10)
Angela Sims
Jan 23, 2022
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We started out relationship with Timewise a little over one year ago. We have been very pleased with both their guidance and their sense of service. Approaching our mid-60's, we felt that we needed professional help. We had done a decent job of flying our financial "plane". Our goal was to find someone that could make sure we landed it safely and comfortably. So far, so good!
Srivan Reddy
Nov 01, 2021
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John Antonucci
May 27, 2021
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Have been with Deanna n Time Wise for quite some time. Deanna is a very knowledgeable and professional young lady. What I admire most about her us that she takes the time to listen n understand a client's specific situation n needs to provide the best investment strategy for their situation. She has put together a very dedicated staff that encompasses a host of talents n expertise.
Above all, I trust her n feel quite comfortable with Deanna. In addition she is constantly updating and expanding her skill sets n providing educational seminars n on line videos to keep her clients updated on issues
Above all, I trust her n feel quite comfortable with Deanna. In addition she is constantly updating and expanding her skill sets n providing educational seminars n on line videos to keep her clients updated on issues
Syed Askari
Apr 28, 2021
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I have been working with TimeWise for our retirement and wealth management planning. Since Day 1 they has been on the ball about what information they need and how they can help us have our money work harder for us. They explained everything and have quarterly reviews to make sure we understand what our money is doing for us. Give them a call if you want to make your money grow!
Kerri Boquet
Apr 27, 2021
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TimeWise Financial is phenomenal. I have been a client for 15 years and have done very well with my investments. TimeWise has the client's best interest at heart and the entire team is on top of everything. I truly feel like part of their family. I truly feel safe knowing they are taking care of my money. The entire team is there whenever you need them for whatever reason. If you feel unsecure about something they are there to reassure you everything will be okay. They take the time out of their busy day to listen and to help guide you along these difficult times. I am blessed to have found this
Gary Jameson
Apr 23, 2021
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Deanna literally saved my wife and I from financial ruin and an early grave. My employer at that time nearly worked me to death with 18 hour days and nights while trying to "force" me into retirement. It was a very dark time in my 40 year career in telecommunications. My financial advisor at the time projected 5-7 more years of work. I switched to TimeWise on recommendations from family members. It was the smartest move we ever made. Deanna went to work and a month later - I was able to retire comfortably. We LOVE the TimeWise team. Attention to detail - smart, innovative and safe solutions - friendly
Kelly Batzel
Apr 22, 2021
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TimeWise Financial is a wonderful company that I have had the pleasure of utilizing for the past 5 years. I primarily work with Matthew Atwood, who is a brilliant and personable young financial strategist. Together we are planning out strategies to save for my retirement, and with the help of marvelous Matthew, it looks like I will be able to retire from my flourishing floral company 5 years earlier than I initially charted! Matthew is so trustworthy and reliable; I am so grateful for the wealth of financial knowledge he possesses and bestows upon me! Keep up the great work!!
Bill Balmat
Apr 21, 2021
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The Team at TimeWise Financial has served our financial guidance needs for well over 20 years! The entire staff has made my wife and I fell very safe, secure and comfortable with our financial planning. There is never any pressure - rather we are treated like it is their future too and they make us feel like we are part of the family! The staff is proactive in communicating with us. And they take the time to explain our planning financial planning in terms that can be easily understood. My wife and I could not ask for anymore from TimeWise Financial!
Keith Nelms
Apr 20, 2021
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Matt at TimeWise did an excellent job wading through the financial data and explaining financial alternatives. He responded to questions knowledgeably and, when discussing the possibility of moving investments to consolidate with a larger pool of current retirement funds, there was no pressure to keep them in place. I am glad TimeWise has taken over my investment account.
Susan McLean
Feb 17, 2021
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