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Our Process

Clarity, confidence, and control.

We built our process to cut through the noise and give you a strategy that’s as individual as you are. Every step is designed to uncover risk, protect what matters, and set you up with a plan that adapts as life does.

1. Alignment Call

A straightforward conversation to understand your goals and what’s on your mind.

2. Your Plan

A customized strategy that reduces costs, balances risk, and puts taxes to work in your favor.

3. Execute & Evolve

We put your plan in motion and keep it updated as your life and the markets change

Soundly Researched, Fully Customized

Every great retirement plan starts with clarity. We combine qualitative insight and quantitative rigor to build a high-definition picture of your financial landscape. This includes full scenario modeling, tax overlays, Monte Carlo simulations, and fiduciary-level planning so nothing gets left to chance.

  • Retirement plan comparison & risk audit

  • Stress testing

  • Tax-aware positioning and planning

Soundly Researched, Fully Customized

Resilient Strategies, Not Products

Your portfolio should be built for resilience, not just returns. We design strategies that balance growth, protection, and timing risk—pulling from equities, fixed income, and insurance-based solutions when they actually add value. The goal isn’t to sell a product, it’s to engineer durability.

  • Blended risk and safety allocations

  • Tools chosen for performance, not commissions

  • Back- and forward-tested resilience

  • Fiduciary oversight at every step

Resilient Strategies, Not Products

Ongoing Care and Clarity

A strong plan adapts. We monitor your probabilities of success, adjust when markets or tax laws shift, and help you navigate major life events. You stay focused on living—we keep the plan relevant and effective.

  • Success-probability tracking

  • Roth conversion and withdrawal sequencing

  • Seamless, in-house execution

Ongoing Care and Clarity

Feature Comparison

How We Stack Up

Revise

Schwab

Wealthfront

Fiduciary, independent advice
(advisors, but tied to Schwab products)
(automated, no fiduciary review)
Low, transparent advisory fees
(flat/fiduciary)
(advisory fee + fund costs)
(0.25% robo fee, limited scope)
Institutional-grade portfolio management
(model portfolios, limited flexibility)
(standardized ETF models)
Tax efficiency integrated into planning
(custom, ongoing)
(basic tools, not holistic)
(tax-loss harvesting only)
Retirement & estate planning
(built-in)
(at higher tiers)
Human advisor relationship
(dedicated)
(branch/wealth advisors, variable)
(no human advisor)
Executive comp planning (RSUs, stock options, deferred comp)
401(k) rebuilding after job changes
(general guidance only)
Life insurance integration
(available via referrals, sales-based)

This comparison is for educational purposes only and based on publicly available information as of September 29, 2025. Services may vary by provider, account type, or tier and are subject to change. Revise does not guarantee the accuracy of third-party information. This chart is not a recommendation or solicitation. Clients should review each provider’s official disclosures before making financial decisions.

Testimonials

Don't take it from us.

Who we are

Protect today,
secure tomorrow.

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Copyright ©2025 Revise. All rights reserved.

Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.

Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.

Content on this site is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.

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