FINANCIAL CLARITY
PEACE OF MIND
CONTINUOUS SUPPORT
FINANCIAL CLARITY
GAIN PEACE OF MIND
CONTINUOUS SUPPORT
Ready to Take Control of Your Financial Future?
Our team is here to guide you every step of the way.
We understand that navigating financial decisions after becoming single again can be stressful and overwhelming, especially if you weren’t managing the finances before. It’s important not to let any cash or assets from your divorce settlement sit idle. Our financial planning process can help you understand how to utilize those assets to achieve your financial goals.
Our Certified Divorce Financial Analyst® professional at Wiser Wealth Management in Marietta, Georgia specializes in Wealth Management and Flat Fee Financial Planning. We create a financial plan tailored to your unique situation and goals, providing peace of mind about your financial decisions and future.
Empowering Your Financial Independence
Your financial well-being is our top priority. We work with you to ensure that your financial decisions are informed and aligned with your goals. We aim to simplify the complexities of your finances, giving you the clarity and confidence to move forward with your life.
Helping You Build a Strong Financial Foundation Post-Divorce
Our Certified Divorce Financial Analyst® professional, Shawna Theriault, CFP®, CPA, CDFA® is dedicated to supporting those going through or adjusting to a divorce. We offer guidance and support to help you confidently navigate your finances and plan for a secure future.
3 Steps to Gain Confidence in Your Financial Future
1
Schedule a Consultation
In this complimentary meeting, we get to know each other and see if we are a good fit. We explain our services and what working with us will look like.
2
Design a Custom Plan
We create a financial plan tailored to your unique situation and long-term goals. We cover everything from retirement, to investments, and more.
3
Reach Your Goals
With your new plan, you’ll be equipped to take control of your finances. Enjoy peace of mind knowing you are on track to meet your financial goals.
Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.
Achieve Financial Stability and Peace of Mind
Becoming single again can be overwhelming. We’re here to help you navigate your finances in this new stage of life. Together, we can create a plan to achieve your goals and ensure financial success. Whether you need guidance on investments, retirement, estate planning, tax planning, or insurance, we’ll support you every step of the way.
All of your financial needs in one place.
We help you determine which path is best for you.
Are you looking for portfolio management with comprehensive financial planning?
Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your specific needs. We have a team of financial advisors, a network of trusted CPAs, and attorneys to guide you through every aspect of life, so you can achieve financial freedom. With unlimited access to your dedicated financial advisor, you’ll always have guidance when you need it most.
We’ll develop a portfolio that is aligned with your financial plan, so you can focus on what matters. With our services, you will be able to relax and enjoy life knowing that your finances are in good hands.
Do you manage your own finances but want professional advice on a specific topic?
Financial planning is a necessary and important part of life, but it doesn’t have to be hard. You can get advice from a financial advisor who knows how to guide you toward your goals. We’re here to provide the support you need to stay on the path to achieve financial freedom.
Working with a financial advisor can seem like a daunting task, but it doesn’t have to be. We’ll take the time to get to know you and understand your unique needs so that we can provide tailored advice to help you meet your specific goals. With our flat fee financial planning, we equip you to make confident decisions about your financial future.
We help clients write their own stories of success. Yours could be next!
Important Disclosure: The above reviews feed directly in real time and are sorted by newest to oldest. These reviews are from our business page on Google, a third-party review aggregator. We do not control or curate the content, although we do respond to new reviews. All reviews appear to be client testimonials, although reviews could be posted by non-clients who want to endorse our services. We are not able to confirm the identities of reviewers and we do not compensate anyone for their review.
