Weiser Financial Planning offers a range of services that have been carefully tailored to suit the needs of busy professionals and families. Our goal is to reduce the stress and confusion out of your financial life, so you can focus on enjoying more of the things that you love to do.
Investment Management services are provided on a fee-only basis which means that we are paid directly by our clients and not compensated by any commissions nor product sales. We provide institutional quality investment management to our clients by leveraging technology combined with the personal service and attention you deserve.
COST: Our fees range between .65% - .95% of assets under management
COMPREHENSIVE FINANCIAL PLANNING
A comprehensive financial plan serves as a road map for your financial life. To create your plan, we will start with a discussion about your financial needs and goals in order to get a clear picture of where you want to go. We want to really learn about you as a person and what's important to you. Once we have a good understanding and have helped you identify your goals, we will help you understand your current financial picture and assess where you are today. From there we will help identify the potential risks and roadblocks that could get in your way.
There is a great deal of substance to a plan like this. Once your plan is in place, our work is not done, but rather it’s just beginning. We will break it down into manageable pieces starting with your highest priority and most important items.
We will meet in-person or virtually as often as necessary until you are comfortable with your plan and your required action steps. We will continue to review and monitor your progress regularly to assess the need for any changes, and we always encourage clients to reach out whenever unexpected life events occur and circumstances change.
COST: Financial Planning fees vary based on complexity and may be reduced when combined with investment management services
7-Step Financial Planning Process
Download the RightCapital Financial Planning app to your mobile device via the Apple AppStore and Google Play Store below: