Hourly Services

Wiser Wealth Management offers hourly services for financial planning. This option is good for clients not looking for managed assets or who have just started saving for retirement. Hourly services include but are not limited to the following:

  • Calculating how much you need to be saving for retirement
  • Building an asset allocation for your work 401k
  • Determine if you have the right amount of life insurance
  • Using your current cash flow to reduce debt
  • Reviewing your current portfolio and making recommended changes

Our Process:

  1. Organizational Meeting – Review statements, gather information, learn about your goals and objectives.
  2. Draft Meeting – Using our planning software, this in an interactive meeting to discuss the financial path you are currently on and what changes can be made.
  3. Final Meeting – You leave this meeting with an action plan to keep you financially on track.
  4. Review Meetings – We will update the plan annually or if your needs have changed.

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- Friday Apr 19 - 4:00pm

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