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Where to Get Started With Virtual Financial Planning

If you’re just starting thinking about investing, you’re probably overwhelmed by the options that are available. Finding the right financial advisor can be a challenge and, with an already busy life, how do you fit it into your schedule? How do you satisfy the minimum investments?  With virtual financial planning, you get the benefits of an experienced, in-house financial advisor, except it’s all tailored to who you are and where you’re at.

Virtual financial advisors are a great option for young professionals, recent college graduates, and individuals who are just starting to build their investment portfolio. With an online advisor, you’ll pay a single, flat membership fee only. But, you’ll reap all the benefits of having a certified financial planner on your side.

What should you look for in a virtual financial advisor?

When looking for the right advisor, it’s important to find one whose investment strategy aligns with financial goals. Your first step should be to schedule a free consultation. Since it’s your money on the line, you’ll want to ask a number of important questions.

Can they help with your financial needs?

In a recent poll, 84% of Americans with household budgets admitted to exceeding their budget. Because of this, budgeting is one of the most critical services available to those starting out on their financial journeys. But, beyond that, you may need help building a comprehensive financial plan, assistance developing habits to save money, or personalized advice on how to manage an inheritance.

A virtual financial advisor should work with you to understand your needs. More importantly, they should be comfortable tailoring their services to meet your needs. No matter your stage of life, where you’re at in your career, or how much you have to invest, they should be comfortable. And, above all else, you should feel comfortable with them.

Is a virtual financial planner in your budget?

While traditional financial advisors can be costly, our online advisors work on a fee only basis. With only a monthly membership fee, they help you build a solid financial portfolio without all of the strings attached. Because of this, virtual advisors are an attractive option for people at the start of their careers, recent graduates, and younger professionals.

And that’s the core of it: a virtual financial planner isn’t just there to help build wealth. They’re there to help you build habits that build wealth. Wiser’s experienced financial professionals take pride in putting their clients first. We take pride in working in your best interest. And, most importantly, we believe in offering financial services that are attainable to everyone.

A virtual financial planning meets a client in a video call.

Schedule a meet with our virtual financial advisors today

Whether you’re interested in wealth management, retirement planning, or other financial products, our financial planners are here to help. Backed by years of experience, our team can work with you to overcome the challenges inherent to investing.

So, if you’re ready to take your first steps toward a brighter financial future, our virtual advisors are ready. We encourage you to browse our site, learn about our investors, and discover if we’re the right fit for you.

Are you ready to get started?

If you’re eager to begin your financial journey, the team at Wiser Financial group is here to help.