Your Journey with Wiser



We offer a 30-minute complimentary meeting to get to know each other, discuss your goals, and see if we are a good fit. We can meet in person at our office in Marietta, Georgia or virtually via GoToMeeting. We will go over our two different planning models, Wealth Management and Flat-Fee Financial Planning, and help determine which is best for your situation. We explain our financial planning process and what working with us will look like.



Once you decide to work with us, we provide you with this comprehensive checklist to help you gather your personal and financial information for your Discovery Meeting. We will discuss your financial goals for the future including investments, retirement, tax strategies, business planning, college savings, estate planning, risk management and insurance. We get to know where you are now and what you want out of life.



We present a draft of your financial plan to start the discussion. This will include our recommendations for the steps and action items to reach your goals and objectives. We will talk through the different options in your plan and make adjustments as necessary. By the end of this meeting, we have decided on the best scenario for you to reach your goals.



We walk you through your final plan to make sure you understand how to reach your goals. We make recommendations for asset allocations in any outside accounts, deliver custom allocations for your 401(k), and provide referrals within our network of professionals for a CPA, estate attorney, life insurance professional, and/or property & casualty insurance agency as needed. We also provide you with access to the financial planning software online and show you how to navigate the platform. We will deliver a One Page Financial Plan as a snapshot of your family’s financial picture along with any action items you need to complete.

Once You are a Client

Wealth Management Clients

We will implement your investment strategy based on your risk tolerance and financial goals. We will also give you recommended allocations for any retirement accounts. After 100 days, we will check on your progress and see if you’ve implemented your action items. We monitor your investment accounts regularly, and make any rebalances or adjustments as necessary. You have access to your investment accounts online through our custodian, as well as our client portal and financial planning software. You have ongoing access to your dedicated planning team and can modify your plan as life events occur. We recommend at least an annual review to ensure your financial plan stays current.


Flat Fee Financial Planning Clients

We will give you recommended allocations for any retirement accounts. At this point, you are responsible for executing your financial plan. After 100 days, we will reach out to check on your progress, and see if you’ve implemented your action items. You have access to your dedicated planning team for a full year following the delivery of your plan. As life circumstances or finances change, you can come back in to update your financial plan on an hourly basis as necessary.

Fiduciary & Fee-Only

Being a fiduciary means we are legally responsible to act in your best interest and cannot put our interest ahead of yours. That’s a responsibility we take very seriously, and it drives everything we do for our clients. Since we are fee-only, there’s no need to worry about hidden costs. We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee. It’s up to you!

Ready to take the next step in your financial journey?


Still have questions? We have answers for you.