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Hourly Services

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.

How Wiser is Different

  • Our Advisors are Fiduciaries

    We're legally responsible for your well-being

  • 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.

Hourly financial planning process

Our team provides a full scope of support for your financial health in three meetings.

Prepare

Meet to establish a baseline of your current financial health.

Draft

Discuss goals, areas of concern & develop path forward.

Delivery

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

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.

Recent Tweets

Had a great time this morning recording our first podcast episode! Will share listening details soon. #podcast @WiserInvestor @MoneyGuyPro @cashflowcaptain

Does the old adage, "Sell in May and Go Away" still hold true?  Matthews Barnett, CFP®, explains in our latest blog. @moneyguypro #feeonly #fiduciary #longterminvesting https://wiserinvestor.com/sell-in-may-and-go-away/

Financial Lessons to Learn from the Coronavirus Pandemic https://www.doughroller.net/personal-finance/6-financial-lessons-to-learn-from-the-coronavirus-pandemic/

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