Plan Wisely Wealth Advisors

Plan Wisely Wealth Advisors Certified Financial Planner in New Orleans helping people make wise investment decisions and giving member FINRA/SIPC. Entities listed are not affiliated.

Visit our website: www.Plan-Wisely.com

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through Angel Wealth Strategies, LLC. Investments in securities involve risk, including the potential loss

of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. To view the social media disclosure and privacy policy of our broker-dealer, please go to: https://osaic.com/disclosures

08/25/2026

Your emotions aren't here to run your money decisions, they're here to tell you what matters. Dr. Matt Morris breaks down why feelings are data, not directives, and Erik ties it back to the habits that actually move the needle. 🧠

🔊 Listen here: https://apple.co/4aAUXQX
🖥️ Watch here: https://bit.ly/45Kva5Q

08/11/2026

Some things you can control. Some you can't. Erik and Matt unpack the balance between recognizing your own power over spending decisions and accepting the outside forces that shape your financial life too. ⚖️

🎙️ Listen here: https://apple.co/4aAUXQX
📹 Watch here: https://bit.ly/4fHSBmc

07/28/2026

Not having enough money can trigger a real, deep-seated fear, sometimes rooted in family history or past trauma. Dr. Matt Morris breaks down why couples need to wander into money conversations with more compassion than criticism. 🧠

🔊 Listen here: https://apple.co/4aAUXQX
💻 Watch here: https://bit.ly/4x16jGG

07/24/2026

Financial planning is about more than numbers.

Numbers can tell you where you are.

Your values determine where you're going.

When your financial decisions are aligned with what matters most, lasting change becomes possible. Watch this short clip to learn why.

Your future isn’t determined by your worst financial decision.Debt, overspending, a failed investment, or an unexpected ...
07/23/2026

Your future isn’t determined by your worst financial decision.

Debt, overspending, a failed investment, or an unexpected setback may be part of your story—but it does not have to become the whole story.

You cannot change the decision behind you.

You can make the next one with greater awareness, wisdom, and intentionality.

Progress begins there.

“I made a bad financial decision” is very different from “I’m bad with money.”One describes something you did.The other ...
07/18/2026

“I made a bad financial decision” is very different from “I’m bad with money.”

One describes something you did.

The other becomes a story about who you are.

Your financial habits are not fixed personality traits. They are skills that can be learned, practiced, and improved.

A mistake can teach you.

It does not have to define you.

07/17/2026

The greatest driver of financial success isn't finding the perfect investment.

It's building better financial habits.

At Plan Wisely, we believe great planning starts by understanding the person behind the portfolio. That's why every financial plan begins with purpose.

Watch this short clip to learn why.

07/14/2026

Matt gets real about the timeshare he bought with the best intentions and how he learned to reframe it. Instead of "I'm susceptible to schemes," it became "I was once susceptible, and I learned from it." 💡

🎙️ Listen here: https://apple.co/4aAUXQX
📹 Watch here: https://bit.ly/44nciZY

07/10/2026

Most people think financial planning is about numbers.

It isn't.

It's about people.

Our emotions, habits, and beliefs often have a bigger impact on our financial future than the math itself. That's why great financial planning starts with understanding human behavior.

Watch this short clip and ask yourself: Are your financial decisions aligned with your long-term goals?

06/30/2026

Use willpower as a last resort. Erik and Matt get real about why motivation is a terrible long-term financial strategy and what you should be building instead. 🧠

🔊 Listen here: https://apple.co/4aAUXQX
🖥️ Watch here: https://bit.ly/4eqzaO1

Address

New Orleans, LA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+15042185479

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