Each program at Finwise is built around a specific financial question, from first-time investing to retirement income planning. The formats below show how we work, what you receive, and where each option fits best. No two programs are identical in scope, so you can choose the level of involvement that matches your current situation.
Before you choose a format, read the definitions and conditions that shape how each program works. These notes remove ambiguity about scope, timing, and what you can expect from us.
A program is a structured set of educational sessions, planning steps, and review checkpoints built around a specific financial goal. It is not a managed investment service and does not involve us handling your money. Each program defines its own scope, duration, and deliverables so you know exactly what is included before you start.
All programs are educational in nature. They provide frameworks, worksheets, and guided discussions to help you make your own decisions. We do not execute trades, manage portfolios, or provide personalized investment advice unless explicitly stated in a separate written agreement. The distinction matters because it affects your expectations about outcomes and responsibilities.
We offer three formats: a self-paced guide with downloadable materials, a live group workshop held over two weeks, and a one-on-one planning session tailored to your situation. Each format has a fixed schedule and a defined set of topics. The self-paced option suits independent learners, while the workshop and private session add direct interaction and feedback.
Programs are designed to be completed within their stated timeframe, but life happens. If you need extra time, you can request a one-time extension of up to two weeks at no additional cost. Extensions beyond that are handled on a case-by-case basis and may affect the schedule of subsequent sessions if you are in a group format.
Yes, within the first three days of enrollment you can switch from a self-paced guide to a workshop or private session, or vice versa. The difference in scope is reflected in the fee, and we will adjust the invoice accordingly. After the third day, changes are only possible if there is availability in the target format and the switch does not disrupt your current progress.
You receive all worksheets, checklists, and reference documents used during the program. These are yours to keep and reuse. Recordings of live sessions are shared with participants for personal use only and are not to be redistributed. The materials are updated periodically, and past participants can request the latest versions at no charge.
Program formats
Every program combines guided lessons, practical exercises, and a clear sequence of steps. You choose the format that fits your schedule and experience level.
For those starting with the basics of saving and investing.
For investors who want to refine asset allocation and rebalancing habits.
For pre-retirees focused on income planning and withdrawal order.
For those concerned about purchasing power and long-term cost of living.
For readers who prefer self-paced study with monthly checkpoints.
For small groups that want to discuss cases and compare decisions.