Why a Virtual Financial Advisor Might Work for You
It’s not 1999 anymore, you know, there are lots of ways to chase your financial goals. Whether you need help with early retirement planning, long-term investment management, or rectifying a dire financial situation, you don’t have to meet face to face to get it done.
Financial planning services have come a long way in the last few years, leveraging new technology to deliver faster, better, and more personalized results.
Beyond office visits, many financial advisors are now offering virtual appointments, where they use video conferencing and screen sharing to deliver guidance in a more convenient way. But, can you build a real relationship with an online advisor? And, really, how do you know if a virtual financial planner is right for you?
4 Benefits of an Online Financial Advisor
1. Personalized Financial Guidance
Yes, you can get free advice on Reddit. But, there’s no substitute for a CERTIFIED FINANCIAL PLANNER®. A virtual financial advisor can tailor their financial advice to your specific situation, finances, and goals. They can paint a more complete financial picture, help you build a personalized budget, and recommend the exact financial products you need.
2. Flat Fee and Low Cost
If you’re young and just starting out, a virtual advisor is a great option. By charging a monthly, flat fee, they can help you save money, which is a good way to conserve your budget. After all, you are hiring an advisor to help you manage your money.
3. Advice Just a Click Away
Since 2020, Zoom has reported it has 300 million daily participants. As the popularity of online meetings grows, so does the demand for online services. Due to this, many financial advisors are offering virtual planning, as it’s proven to be a more convenient, most cost-effective way to serve clients.
4. Secure Your Financial Future
As a young professional, it’s important to plan for your future. From wealth management to tax planning, financial professionals are there to guide you. But, early in your career, it can be hard to build a portfolio because, really, who has the time to meet on a regular basis? Using a virtual financial advisor, you can build an investment portfolio without having to skip work, miss time with your family, or use up your much-needed vacation days.
4 Benefits of an Online Financial Advisor
If you’re ready to start investing in your future, you’re in the right place. Wiser Financial has developed an in-depth, comprehensive virtual program to help you stay informed and make sound financial decisions. Whether you’re just starting out with investing or you’d just rather transition to online meetings, contact our team today to learn about our WiserStart program.
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.