Financial planning is inherently a very personal thing – or at least it is at Wiegers Financial & Benefits. Our process is uncommonly comprehensive, and includes a very detailed financial analysis. But what sets us apart is our commitment to getting to know you on a personal level, including finding out what gets you excited, what you want to achieve and what matters to you, both now and in the years to come. This is the soft side of our process, and it forms the all-important foundation of the financial plan we will custom-design on your behalf. We will then assist with the implementation of your plan and, based on regular dialogue with you, modify the plan to ensure it continues to meet your needs and expectations. The process is as effective as it is reassuring and comfortable, and we’re confident you’re going to like it.
Our financial planning process will involve regular discussions with you about any number of the following: