Our Services
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The staff and associates of Wiser Financial Coaching comprise a network of experienced financial professionals with one objective – helping you achieve your financial goals.
Comprehensive Financial Services – fee-based and hourly-rate services
Financial Checkups
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Specific, targeted reviews in the following areas:
Retirement: Rollovers,401(k) reviews, investment selection, asset allocation
Investing: Portfolio assessment and expense reduction, asset allocation, risk tolerance, investment selection
Windfalls: planning options for inheritances and large cash settlements
Insurance: Life, health, long-term care, disability. Reducing home and auto insurance costs
Estate Planning: wills, trusts, power of attorney, health care directives, attorney referrals
Budgeting and debt reduction
Loan comparison for new home, renovation and new car purchases
Real estate investment planning: deferring capital gains
2nd Opinions: On any financial product or service
Custom services
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Investments and Advisory Services (fee-based)
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Commission free investing
Portfolio design and asset allocation modeling
Mutual fund selection
Reducing portfolio expenses
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Business Planning
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Investment Policy Statements
Business Exit Planning
Buy-Sell Agreements
Onsite Financial Education and Workshops
Financial Planning as an employee benefit
401(k) and retirement plans
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Financial Coaching Programs
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Annual Education Series
Curriculum for Conscious Investing
Developing an Investment Philosophy
Finding Your True Purpose for Money
Raising the Bar, Improving Your Personal Financial Literacy
Debt Free Living
Custom Coaching Programs
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Accounting and Tax Services for Individuals and Businesses
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General Accounting
Tax Planning and Preparation
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Business Practices
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Wiser Financial Coaching has added 2 new services designed to meet the unique needs of our business clients. These new services focus on two critical areas, Business Management Consulting and Executive Coaching.
| Business Management Consulting |
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| Wiser understands that changing a business, and the habits that are a part of that business, is a process that takes patience and structure. We will work with you and your staff, over time to implement those structures and changes required to help your company reach its goals. Our consulting services include: |
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Revenue Growth
Sales Training and Tracking
Strategic Planning
Work Plan Development
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Organizational Structure
Cash Flow Design
Executive Recruiting
Performance Evaluation Design
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| Executive Coaching |
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| Wiser’s Executive Coaching helps clients produce fulfilling results in their personal and professional lives. Through the coaching process, clients gain a clearer sense of personal vision, improve their performance and enhance the quality of their life and their career Most importantly, when working with Wiser, clients will experience a distinct difference in their ability to trust themselves, make good decisions, lead their team, and end of the day with a high degree of personal satisfaction. |
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Office Hours and Contact Information
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