PlanWise Financial Group

PlanWise had the honor of sponsoring Hope Full Farm TX’s inaugural Farm to Fork Junior Chef Challenge! It was an incredible day filled with passionate people supporting a mission to address food insecurity through regenerative agriculture.

Thank you to our thoughtful and community-minded clients who attended. We’re grateful to the entire team at Hope Full Farm, the talented junior chefs, dedicated farmers, and the amazing Christine Messina, Audrey Pendergrass, and Mary Genova who made it all possible.

We’re so thankful to have been part of such a meaningful event and can't wait for next year!

Click here to learn more: https://www.hopefullfarm.org/

Last month, we had the pleasure of attending the Commonwealth Summit for Women in Ojai, CA. There’s nothing better than connecting in person, spending time with some of our favorite people, and walking away inspired. Grateful to be part of such a thoughtful community of women.

We’re already looking forward to next year!

Honored to moderate an incredible session at the 8th annual Commonwealth Financial Network Summit for Women. Thank you Allie Schmidt, CFP ®, CPA, Gretchen Meyer, MBA, CFP®, and Jamie Wood, CRPC, ABFP for your honesty, candor, and engaging conversation. Grateful to be part of a community that continues to empower, inspire, and support women in the financial industry!

We say this often, but it’s always worth repeating — we are truly thankful for our incredible clients and team. From all of us at PlanWise, we wish you a joyful Thanksgiving filled with good food, great company, and plenty to be grateful for. 🧡💛

Your friends at PlanWise,
Jess, John, Louise, Theresa, Jenny, Maya, Brian, & Rosie

A few of our team members had the pleasure of attending the Commonwealth National Conference in Washington, D.C. last week! It was a fantastic few days reconnecting with old friends, learning more about the advantages of the LPL merger, and spending time with clients—a truly memorable experience!

PlanWise Annual Retreat — YEAR FOUR in the books! 🎉 This one was extra special, right in our own backyard of Austin, TX. From big ideas to belly laughs over queso, we wrapped up feeling inspired, connected, and ready for what’s ahead. Love this crew!

Nothing beats time together in person! Our team enjoyed an evening on Lake Austin last week—connecting, laughing, and cooling off by the water with our amazing clients. Cheers to wrapping up summer in the best way! ☀️

Another fantastic PlanWise client event in the books! There’s nothing better than ending a summer day surrounded by great people and meaningful conversations. Here’s to our team, our clients, and the moments that make it all worthwhile! 🥂

Hard to believe it’s already been a week since our team was at the Commonwealth Women’s Summit in Charleston, SC! It was inspiring to connect with so many smart, driven, and all-around amazing women advisors. Grateful for the conversations, insights, and the energy we shared—already looking forward to the next one!

We are thrilled to celebrate six months since the merger of PlanWise Financial Group and Prudence Financial of Sudbury, Massachusetts! We proudly welcomed Theresa Rosen, financial advisor, to our talented team. Her knowledge has been invaluable as we continue to grow and serve our clients.

Operating out of Austin, TX, and Danvers and Sudbury, MA, we remain steadfast in our commitment to your financial success. This expansion continues to enhance our ability to serve clients better than ever.

Please enjoy a few photos of our fantastic team—we’re so grateful for them! 💙🤝

This year, Christmas and Hanukkah align on December 25, a rare moment that offers a symbol of unity. Both festivals celebrate light, hope, and the human spirit. Learn more about this meaningful intersection of faiths and its lessons for building bridges: https://bit.ly/3PfCFJy

When Lights Align: A United Christmas And Hanukkah Christmas and the start of Hanukkah are on December 25 this year, offering us a rare and poignant reminder of our shared humanity.