Your relationship with your financial advisor

Regardless of whether you’re setting up new operations, or working on a small-scale business, or working to get your accounting straightened out, WAG Consulting has all the online Accounting support that you need

We recognize that achieving financial goals is a process. However, we’re committed to your success for the long haul, helping you along the way.

We invest in you and your objectives.

From “dream” to “achieved,” here’s how we’ll assist you.

Recognize where you are and where you wish to go

We believe that dealing with a financial advisor should entail more than simply assisting you in selecting stocks and fixed income assets. To us, this entails being equally involved in your objectives as you are. Each time we meet – whether for the first time or the fiftieth – we ask, “What is important to you?” Additionally, we’ll monitor your progress toward your goals to determine how you’re doing. It is critical to understand where you are today and go where you want to be tomorrow.

Create your customized plan.

Once we understand your objectives, we’ll collaborate with you to develop a customized strategy based on the information you’ve provided with us, such as your comfort level with risk and the length of time available to accomplish each objective. It’s a process that entails running scenarios to ascertain the likelihood of achieving your goals, identifying potential hazards – and developing solutions to help you overcome them.

Reevaluate your strategy and keep an eye on your progress.

Over time, goals shift, and new life priorities emerge. As a result, we’ll contact you every quarter to review your approach. Meeting frequently enables you to gauge your progress toward your goals and enables us to make necessary adjustments in response to life or market developments.

We’ll also examine your comfort level with risk and how your risk tolerance affects your ability to reach your goals during our review meetings. Finally, we’ll do a comprehensive evaluation of your financial situation, including accounts held outside of WAG Consulting Group.

To supplement your connection with your financial advisor, you can use tools and technology to monitor your progress.

  • Online Access enables you to access, explore, and track your accounts and goals from your smartphone, tablet, or computer at any time. If you’re already a client, signing up and downloading our free app is simple.
  • If you are not registered for Online Access, your account statement is critical for tracking your progress toward your goals. Our short guide will explain how to read it and how to customize it.


Your relationship with your financial advisor 1

Prepare for and deal with life's various situations.

When life throws you a curveball or the market falls, it’s all too tempting to succumb to your emotions. However, having a financial counselor who is familiar with you and understands your objectives can be beneficial. We’ll assist you in weighing the trade-offs associated with your actions and their potential impact on your long-term plan.

Are you in search of the ideal financial advisor? Contact us

In a matter of minutes, you’ll be paired. But, first, respond to a few basic questions.