TimeWise Financial

Build Wealth, Powered By Your Purpose

Financial planner in Aurora, CO (show on map)

5.0

★★★★★

19 reviews

Female-founded financial planning firm with offices in Woodstock GA and Aurora CO serving divorcees, widows, high-earning women, corporate employees, athletes, and small business owners.

Call (303) 364-2649

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About

TimeWise Financial is a tax, financial planning, and wealth management firm based in Woodstock, GA (3380 Trickum Road Building 1200-200, phone 770-420-2954) with another office in Aurora, CO (1010 South Joliet St Suite 109, phone 303-364-2649). The firm serves clients nationwide and specializes in working with divorcees, widows, inheritors, corporate employees and executives, retirees, high-earning women, current and former athletes, and small business owners.

The firm integrates planning, investment management, tax strategy, and education. Leadership includes Deanna LaRue CFP (Founder), Matthew Atwood CFP (Managing Partner), Caroline Piehl EA CFP, Kate Moseley CDFA, Sarah Rentschler CFP EA CFS NSSA, plus 4 operations staff.

Female-founded firm

Multi-state operations (GA and CO)

Integrated tax, planning, and wealth management

Serves specialized audiences (divorcees, athletes, etc.)

Services

Individual & Family Services

Financial planning integrating investment management, tax strategy, and education for individuals and families.

Financial planning Investment management Tax strategy

Business Services

Tax reduction, long-term value building, and business decision support for small business owners.

Business tax reduction Value building Business planning

Retirement Planning

Income strategies and purposeful retirement planning.

Retirement income Retirement planning

Investment Management

Investment management services.

Portfolio management Asset allocation

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER (CFP)

Enrolled Agent (EA)

Certified Divorce Financial Analyst (CDFA)

Reviews

Rating

★★★★★

Reviews

"Timewise gives me peace of mind as to what my financial future will be."

Frequently Asked Questions

What is TimeWise Financial? +

TimeWise Financial is a tax, financial planning, and wealth management firm serving clients nationwide with offices in Woodstock GA and Aurora CO.

Who does TimeWise Financial serve? +

TimeWise serves divorcees, widows, inheritors, corporate employees and executives, retirees, high-earning women, current and former athletes, and small business owners.

Where are TimeWise Financial offices located? +

Georgia Office: 3380 Trickum Road Building 1200-200, Woodstock GA 30188 (770-420-2954). Colorado Office: 1010 South Joliet St Suite 109, Aurora CO 80012 (303-364-2649).