Wealth Planning


At Zeiser Wealth Management we utilize technology developed to provide you with an interactive daily wealth management tool. In the past, people have completed financial plans that reflect their financial situation at a particular point in time. Knowing that life is ever changing our system continues to track and monitor your financial plan to reflect these changes. The available services include:

        »   Comprehensive financial plan updated daily
        »   Personal website with 24 hour access to all of your financial information
        »   Account Connections
        »   Alerts to let us know of important changes in your accounts
        »   Online Vault capable for storing important documents
        »   Frequent flyer account mileage tracking system
        »   Mobile account web access

Our approach to personal financial planning aims to ensure our clients make informed investment and lifestyle decisions having received the best strategic advice available. This personalized planning tool will assist us in making these decisions with up-to-date and accurate financial information.


Our 4-Step Process


Our 4 step process includes providing discovery, planning, strategies, and monitoring. No matter where you are in life - just getting started or planning for retirement - you have goals and dreams.


DISCOVERY

Before we get down to crunching numbers, we'll talk about the things that are most important to you - family, community, pastimes and church. We'll ask a lot of questions about what you're really thinking, feeling, worried about; your experience with money; and what you've accomplished so far. Together we'll figure out where you are now.

PLANNING

Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.

strategies

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific strategies to help match each of your goals. This is where we implement your customized plan.

MONITORING

Just when you make plans, life happens - and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.

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