Is Hourly Financial Planning Right for You?

We work with clients at all wealth levels to provide financial guidance. Clients who prefer an hourly vs assets under management arrangement typically fall into three categories:

Do-It-Yourself

You have been managing your finances on your own and want to check yourself with our expertise. We are happy to help.

Just Starting Out

Starting out or starting over? Whether you are a recent grad or recently divorced or widowed, now may be a good time to seek our advice in this new chapter of life.

Limited Needs

If you have only a few specific areas or questions you want answered, hourly services may be the right fit for specific advice.

Our Financial
Planning Process

A financial plan is a comprehensive picture of your current finances, your financial goals and any strategies you've set to achieve those goals. Comprehensive financial planning should include details about your cash flow, savings, debt, investments, insurance, taxes and any other elements of your financial life.
Step 1

Prepare

Meet to establish a baseline of your current financial health.

Step 2

Draft

Discuss goals, areas of concern & develop a path forward.

Step 3

Delivery

Review your plan and introduce other professionals as needed (CPA, legal, etc).

Step 4

Implement

You implement the plan or use our Flightpath service to start building wealth with a low, transparent fee.

What We Will Cover

Financial Planning

Develop a financial plan to guide you in achieving your long term financial goals.

Asset Management

Build your portfolio to match your financial plan.

Tax Preparation & Legal Services

Our partner CPAs and attorneys provide a seamless & total wealth management experience.

401k
Allocations

Review of your current 401k allocations & recommendations that align with your personal financial objectives.

Education Savings

Have you started saving for college? Assistance with tax advantage savings plans is provided.

Insurance & Risk Management

Are you properly insured? Our team can make sure you have the most appropriate insurance coverage.

Long Term Care Planning

The best time to think about long term care is before you need it. We can help.

Medicare & Social Security

The retirement planning process will include your expected social security income and Medicare costs.

How Wiser is Different

  • Our Advisors are Fiduciaries

    We're legally responsible to act in your best interest.

  • There are no Conflicts of Interest

    We NEVER sell or push products. We don’t even offer them.

  • We Build a Financial Plan & Portfolio for You

    Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.

  • Our Fees are Simple and Transparent

    We have an easy fee structure based on how much in assets we manage for you or billed as a flat fee.