Hourly Services

Wiser Wealth Management offers hourly services for financial planning. This option is ideal for clients not looking for managed assets or who have just started saving for retirement.

Our hourly services answer, but are not limited to, the following questions:

Our Process:

 

Step 1:  Discovery meeting

This meeting is where we get to know you and learn about your financial goals, objectives and concerns. This meeting is no obligation to you and we will discuss your needs and show you how we can help.

Step 2:  Organizational meeting

Once we have a better understanding of your financial objectives and goals, we will review your financial information and gather data from statements, policies or other documents provided.

Step 3:  Draft Meeting

Using our planning software, this in an interactive meeting to discuss the financial path you are currently on and what changes you can make.

Step 4:  Final Meeting

Your final plan is presented at this meeting and you will leave with an action plan to keep you on track financially.

Step 5: Review Meetings

We will review and update your plan annually, making changes as needed while tracking your progress.

Our Commitment to Every Client

Our licensed financial advisors and office team promise to work together with you to achieve your lifetime goals and objectives.

We understand you are entrusting your family’s financial future, not to a particular financial plan or investment portfolio, but to Wiser Wealth Management. As your trusted advisor, we are ready to accept this responsibility.

Wiser Wealth’s team and professional partners are all here working with you and in your best interest.

To get started, simply give us a call to schedule an appointment. Your first meeting with us is no obligation to you. We will discuss your needs and show you how we can help.

Please call us at 678.905.4450 or Contact Us.

 

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