Step 5: ImplementationHFS Wealth Management excels at making sure that the plan we create together is fully executed. This may involve filling out paperwork to implement your investment strategy or coordinate with other financial professionals (e.g. attorneys, tax advisors, insurance agents, etc.). Our commitment is to make sure professional advice is followed through with professional service.
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Step 6: Review and Revise Your PlanOn an ongoing basis, we will meet to review your overall plan and update our recommendations as changes occur to your financial situation. You can expect ongoing, proactive service from our wealth management team.
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Step 3: DiscoveryWe will gather the details of your current financial situation, identify your goals and aspirations, and uncover any risks that may deter your ability to reach those goals.
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Step 4: StrategyIn this stage, we will review our findings and discuss strategies to strengthen your overall financial situation. Everything we discuss will be tailored specifically to your individual situation and presented in an easy to understand format.
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Step 3: DiscoveryWe will gather the details of your current financial situation, identify your goals and aspirations, and uncover any risks that may deter your ability to reach those goals.
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Step 4: StrategyIn this stage, we will review our findings and discuss strategies to strengthen your overall financial situation. Everything we discuss will be tailored specifically to your individual situation and presented in an easy to understand format.
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Step 1: Initial MeetingThis meeting is all about getting to know each other. We will focus on identifying your goals, determining what is important to you and how we can assist you. At this stage we will also explain our fees and charges and the level of advice and service you can expect in return.
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Step 2: Letter of EngagementAfter our initial meeting, we will consider the advice and work that is required to help you. After careful analysis, we will present you with a Letter of Engagement. The Letter of Engagement will summarize our understanding of the issues that are important to you and the advice we believe is required to assist you achieve financial success. It will also provide you with a fee estimate for the work required to develop your financial plan.
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HFS Wealth Management
8350 Meadow Road, Suite 181 Dallas, TX 75231 Phone: (214) 346-0785 Email: info@hfs-wm.com |