Financial Planning
Our services are tailored to you, our client.
Financial planning is a highly interactive experience between the client and professional planner. It is based on transparency, trust, and truth.
Wismar’s planning process is unique. It involves up to twelve separate elements, depending on the client, and typically spans a period up to twelve months although expedited planning is available.
Wismar subscribes to the tenant of “Know Your Client” and always to the best of its ability acts in the highest best interest of the client. Wismar advisers are chartered and or certified professionals.
After gathering data specific to the client and learning their goals and objectives and comparing that to the clients’ current course of action, observations and solutions are presented by the planner that may involve alternative action. The planner may provide specific recommendations for the client to consider to accomplish their financial goals.
